MAXimise your
retirement savings
An investment solution that's flexible enough to adapt as your needs change over time.
personal solutions retirement plans max investments

What is a Max Investment?

Old Mutual Max Investments is a retirement annuity that offers payment flexibility and access to a wide range of underlying investment options, from as little as N$250 per month.
What's in it for you?
  • Benefit from the tax advantages of investing via a Retirement Annuity tax wrapper, subject to certain limits. Your financial adviser will be able to assist you
  • Access to a wide range of funds, managed by leading fund managers
  • Opt for Select or Scheduled Select payments when investing in the Select Investment Plan
  • The more you invest, the lower your plan charges will be as the value of your investment grows
  • The flexibility to switch between investment funds for free
  • Flexibility to add or remove goal protection, as your individual circumstances change

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How does it work?

With Max Investments you have the freedom of choice:

  • With the Select Investment Plan you can invest a once-off amount of N$10 000 and then supplement that with a monthly investment of N$500. There is no investment term
  • Or you can select the Committed Investment Plan which requires you to invest N$250 per month
  • Choose Life Retirement Annuity tax wrapper. Your premiums paid are tax deductible (up to N$40 000) and the lump sum payout at retirement is tax-free
  • Choose from 20 funds

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    Want to know more about Max Investments?Take a look at the frequently asked questions below:
    • You can skip up to 6 months worth of premiums over the premium payment term on a Committed Investment Plan if you cannot afford to continue paying for a while. It is important to let us know beforehand that you are wanting to do this.
    • Yes you can. The range available to you is managed by expert fund managers from various investment groups.
    • Speak to your financial adviser or give us a call us on +264 (0) 61 299 3999 and we'll help you invest.

    • Strategy Funds - Old Mutual Investment Group (OMIG)

      • Old Mutual Nedbank Namibia Money Market Fund
      • Old Mutual Namibia Enhanced Income Fund
      • Old Mutual Namibia Real Income Fund A Class
      • Old Mutual Namibia Dynamic Floor Fund
      • Old Mutual Namibia Managed Fund
      • Old Mutual Namibia Growth Fund

      Protection Funds

      • Secured Money Market Fund
      • Smoothed Performance Fund
      • Old Mutual Absolute Smooth Growth Portfolio
      • Old Mutual Absolute Stable Growth Portfolio

      Target Funds

      • Capricorn Bond Fund B Class
      • Capricorn Premier Fund B Class
      • Capricorn Property Fund B Class
      • Old Mutual Namibia Income Fund
      • Old Mutual Namibia Property Fund
      • Old Mutual Nedbank Namibia Corporate Fund
      • Old Mutual Stable Growth (LIFE)
      • Profile Pinnacle Portfolio
      • Prudential Namibian Balanced Fund B Class
      • Sanlam Namibia General Equity Fund
      • Sanlam Namibia Global Fund
      • Standard Bank Namibia CashPlus Fund
      • Standard Bank Namibia Income Fund A Class
      • Standard Bank Namibia Managed Fund
      • World Balanced Fund
      • World Growth Fund
      • Hangala Prescient Income Provider Fund A1 Class

      Extended Range

      • Capricorn Investment Fund
      • Standard Bank Namibia Flexible Property Income Fund A Class
      • Sanlam Namibia Inflation Linked Fun
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    Copyright Old Mutual Limited 2020
    Disclaimer  Privacy Policy
    Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
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    Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.