Old Mutual Retirement Investment

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Old Mutual Retirement Investment

There are two parts to every retirement journey: the time leading up to the day of retirement, and the retirement period itself. At Old Mutual Corporate, we know that effective investment of retirement savings is essential to both. That’s why we have designed a comprehensive range of pre-and post-retirement investments to meet the growth, protection and income needs of every individual.

GROWTH AND PROTECTION

A selection of investment portfolios that deliver targeted returns while managing risk and significantly reducing volatility.

GROWTH AND PROTECTION INVESTMENT PORTFOLIOS

As a trusted retirement partner to millions of South Africans, Old Mutual embraces its responsibility to both grow and protect the money entrusted to us by our customers.

The range of Old Mutual Guaranteed Investment Portfolios offer investors real returns while significantly reducing the volatility associated with market-linked investments, providing peace of mind – now and in the future.
Benefits of investing in Old Mutual Guaranteed Investment Portfolios

  • Access to world class investments: Old Mutual Guaranteed Investment Portfolios, partnering with the Old Mutual Investment Group, offer diversified portfolios of local and global assets, including significant exposure to private market assets such as private equity and infrastructure investments.
  • Smoothing: Smoothing turns unstable market returns into smoothed returns, protecting investors from the risk of volatile markets.
  • Guarantees:Various levels of guarantees on capital, contributions and declared bonuses are available to fulfil the needs of a range of risk-return profiles.

When you invest in any of our tried and trusted Old Mutual Guaranteed Investment Portfolios, you can be confident that your money is working hard to help you achieve your financial goals. Our offering allows you to tailor the level of growth and protection you need from your investment.

ANNUITY PORTFOLIOS

A range of at-retirement investments designed to deliver a consistent lifetime pension income with reliable capital growth and protection.

Being a member of a retirement fund is only one part of ensuring a comfortable, financially secure retirement. Another vital component is making a good, informed decision about how, and where, to invest your retirement benefit at retirement so that it has the best chance of providing you with the income you need, for as long as you need it.

Many retirees choose to invest their retirement fund benefit in an annuity from Old Mutual, and for good reason. As a leading provider of at-retirement investments solutions Old Mutual is trusted by hundreds of thousands of South Africans to deliver the reliable pension income they need to enjoy the lives they desire once they retire.

PENSIONERS

If you’re already an Old Mutual pensioner and want more information about your annuity, you’re in the right place. As a retired individual invested in one of Old Mutual’s proven Annuity Portfolios, you have already made an excellent decision regarding your continued financial security.

TRUSTEES

If you’re a trustee responsible for the retirement success of your fund members, allow us to be your trusted partner. As a trustee, you’re not just responsible for overseeing your members’ retirement fund, you also have a duty to help them make the right decision about where to invest their benefit at retirement to maximise their pension income and protect their capital.

PRINCIPLES AND PRACTICES

Details of the principles and practices of financial management and our commitment to good governance and regulatory compliance.

Below you will find documents describing the principles and practices applicable to the various Corporate products. Please note that a single document covers the groupings of products indicated.

CORPORATE SMOOTHED BONUS & ABSOLUTE GROWTH PORTFOLIOS

Download the principles and practices document covering the following products: 

  • Absolute Smooth Growth
  • Absolute Stable Growth
  • Absolute Secure Growth
  • CoreGrowth 100 and 90
  • Guaranteed Fund
  • Bonus Escalating Annuity Targeting Portfolio

INVESTMENT PORTFOLIO COMPARISON

Download the Investment Portfolio Comparison for smoothed bonus products:

  • Absolute Smooth Growth
  • Absolute Stable Growth
  • Absolute Secure Growth
  • CoreGrowth 100 and 90
  • Guaranteed Fund