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Preserve your pension fund:
The list below is a range of our funds:
Strategy Funds are funds that align directly to the return objectives required by each of our proprietary investment strategies.
These are funds with inflation-linked targets.
Financial planners who have used their own advice processes – instead of placing clients in one of Old Mutual Wealth’s investment strategies – and who are simply looking for solutions to single needs, or who wish to give effect to very specific or niche (offshore, equity) investment views, can opt to use funds in our Extended Fund Range. Many of these funds are vetted by us, but managed by a different manager. These funds can be used in conjunction with Strategy and Target Funds, using Strategy Funds at the core of most portfolios and Target Funds to give effect to your specific advice philosophy.