What is Absolute Growth Portfolio?
Old Mutual Absolute Growth Portfolios are smooth bonus investment vehicles that have been specifically designed for retirement funds. The portfolios explicitly target returns in excess of inflation over rolling 3-year periods, while significantly reducing the volatility associated with market-linked investments.
Benefits to the employer include:
- Enhanced investment growth – approximately 80% of the portfolio, on a long-term basis, is invested in "growth" assets
- Protection – the risk of short-term volatility is significantly reduced through the application of a smoothing philosophy
- Retirement fund investors can choose the desired level of capital guarantee for their specific fund profile
- Certainty of investment returns/outcome – Absolute Growth Portfolios target explicit, inflation-linked returns over rolling 3 year periods
- An efficient, performance-related fee structure that aligns the interests of the client and the product provider (including negative performance fees for under-performance)
- Members can select the level of protection according to their risk/return appetite
- The fully transparent bonus declaration process allows investors to track how their money is working for them
- Three Absolute Growth Portfolio options for investors
- Bonuses are declared according to a pre-defined formula, making the bonus declaration process fully transparent
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Bonuses are declared according to a pre-defined formula, making the bonus declaration process fully transparent to members.
Old Mutual Investment Group (SA) and selected other asset managers.
You can contact one of our account executives below:
Justina Hamupembe
+264 (0) 819561118
Email Justina
Andreas Shipanga
+264 (0)81 956 1122
Email Andreas