MAXimise your
retirement savingsAn investment solution that's flexible
enough to adapt as your needs
change over time.

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
Max Investments - Retirement Plans img leftHow 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
Max Investments retirement plans img rightWant 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