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Preserve your pension fund:
Old Mutual Unit Trusts has a wide selection of funds designed to meet a variety of investment and savings needs.
Unit Trusts are an affordable and tax-efficient way to access stock markets. Simply put, a pool of investors’ money is used to invest in financial instruments such as equities and bonds. This pool is then divided into equal units where each unit contains the same proportion of assets in the fund. Investors then share in the fund's gains, losses, income and expenses.
The wide variety of unit trusts means that they are an ideal way to build up a well-diversified investment portfolio tailored to meet your specific needs, risk profile and investment requirements.
There is no contractual term and you may sell your investment at any time. However it is recommended that you view your unit trust portfolio as a medium- to long-term investment, in order to get the maximum benefit from your investment.
The investment minimums for unit trusts vary from fund to fund.
These values vary according to the amount invested and the category of fund in which you want to invest. Please consult the fund fact sheets for details.
Unit trusts incur income but current tax exemptions apply. You are responsible for the tax administration.
Interest income is taxed (exemptions apply) but your dividends are tax-exempt.
Your unit trust investments are 100% liquid and you may access them at any time. If you action a sell, the money will be deposited into your bank account within two working days.
You own the investment.
For additional information on our offering, please download the unit trust brochure.
Contact an adviser.