Old Mutual Core 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.
What is in it for you?
Benefits to the employer include:
- Enhanced investment growth – approximately 60% 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
- Two Core Growth Portfolio options for investors
- Bonuses are declared according to a pre-defined formula, making the bonus declaration process fully transparent
You've come to the right place.
Bonuses are declared according to a pre-defined formula, monthly in advance, making the bonus declaration process fully transparent to members.
Old Mutual Investment Group Namibia and selected other asset managers.
Justina Hamupembe
+264 (0) 819561118
Email Justina