The Old Mutual Balanced Fund is an investment fund that offers investors long-term capital growth. It invests across Equities, Bonds and Cash offering long term value. This fund is ideal for those wanting moderate to high, long-term capital growth. It is suitable as a stand-alone retirement investment.
What's in it for you?
- An upfront once-off administration fee of 2% for individuals
- Distributions are declared half-yearly - June and December
- The monthly fund minimum is E250 for individuals or a minimum lump sum of E250 for both individuals and corporates
- Investors have access to an online view of their investment portfolio
- The fund is managed by Old Mutual Investment Group - Macro-Solutions
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Want to know more?
Take a look at some of the frequently asked questions below. If you prefer to talk to someone, give us a call on +268 2 411 7800.
This fund is suitable for investors wanting moderate to high long-term growth, with less volatility in the short term than pure equity. It is suitable as a stand-alone retirement investment.
A minimum of 50% of the fund will be invested in Swaziland. Up to 70% of the portfolio may be invested in South Africa, of which 30% may be invested internationally. The composition of assets and their respective proportions shall at all times reflect the asset allocation requirements of retirement funds.
Should you require further information, please view the Balanced Fund Fact Sheet. For more information on Unit Trusts, please download our brochure.
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