Old Mutual Investment And Saving
Investing or saving money is key to achieving the goals you have set in life. Old Mutual offers a number of investment and savings solutions in which you can invest and each one is structured to meet a selection of investment needs.
Start by identifying your goal – are you investing for growth or for income?
- Investing for growth means you are willing to invest a lump sum or on a monthly basis for a select period of time.
- Investing for income means you need a product that will ensure some capital growth and pay out an income on a regular basis.
TAX FREE PLAN
- Pay no tax on your investment.
- Access your money any time.
- Invest in a wide range of funds.
- Invest online or via adviser.
OLD MUTUAL INVEST
- Invest from R350 per month
- Utilise your yearly tax-free allowance PLUS the ability to invest more.
- Make regular payments, lump sum payments, or both.
- Access your money any time
MAX INVESTMENTS
- Affordable minimum.
- Flexible and/or fixed payments.
- Access to leading investment funds.
2-IN-ONE SAVINGS 4 MY GOAL
- From R200/month.
- Two savings pockets.
- Save for the long term and access short term pocket when the need arises.
OFFSHORE INVESTING
- Diversify globally.
- Reduce currency risk.
- Investment available in three major currencies.
ONLINE SHARE TRADING
- Build your own shares portfolio online.
- Daily market reviews.
- Real-time access to JSE share prices.
FLEXIDOWMENT INVESTMENT
- Previous generation product.
- Combined life insurance and investment.
- Closed to new investments.
- Monthly performance reports.
MAX INCOME SOLUTION
- R10 000 lump sum to invest.
- Guaranteed income for term or life.
- Choose your income frequency.
UNIT TRUST – INCOME
- Invest R10000 lump sum or R500/month.
- Choice of income-generatingfunds.
- Access to wide range of funds.
UNIT TRUST INVESTMENTS
- R500/month minimum.
- Invest online or via adviser.
- Access to funds.
- No contractual term.