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Old Mutual launches handpicked range of products to suit specific investment goals

05 August 2019 Old Mutual

According to the 2019 Old Mutual Savings and Retirement Monitor, less than 30% of people are saving for emergencies and more than 42% are not making contributions to formal retirement savings. Coupled with this, consumers are often overwhelmed by the myriad of unit trust options available and don’t know where to start. To make the process of selecting an investment vehicle easier for investors, Old Mutual Unit Trusts has launched a selection of handpicked core-range funds to suit the significant stages of every investor’s life.

“Saving has never been a one-size-fits-all solution,” says Elize Botha, Managing Director of Old Mutual Unit Trusts. “With the Investment Series we aim to simplify the way in which these savings options are presented, while ensuring they work towards a specific goal, whether it is generating returns for retirement, saving for a wedding or putting away enough for their child’s education,” she explains. Supported by an enhanced online platform, the Investment Series allows investors to invest directly and is intended to support and amplify adviser efforts.

“We have spent considerable time researching and understanding our customers’ wants and needs, their risk appetite and time horizons, making them centre stage in designing this product range,” she explains. “Investing isn’t only about retirement. Investors have a wide variety of life goals and all it takes is proper planning, the right mindset and the relevant saving vehicle to help them attain these goals.”

The Investment Series consists of 10 hand-picked funds, each varying in risk exposure and expected returns, allowing clients to select the fund most suited to their savings goal.

The funds include:
* Money market fund
A stable, accessible and highly liquid ‘cash-like’ investment, with low risk of capital loss, perfect for an emergency fund or short-term goals.

* Five balanced funds
Providing a balance between risk and return, to grow wealth over a 2-7-year time horizon, while outpacing inflation.

* Two equity funds
Designed to outpace inflation and grow capital over the long-term (5 years +), with diversified exposure.

* Maximum return fund
Investments in an unconstrained manner across a diversified range of local and global growth assets to maximize potential returns (over 10 years +) at a lower risk than investing in equities alone.

* Global equity fund
Provides international exposure to global listed companies from developed world economies, with the aim to offer capital growth in the long-term.

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