What are unit trusts?
Unit trusts are made up of more than one investment so the portfolio manager can make decisions to buy assets that are performing well, and to sell under-performing assets in order to meet the investment objectives. The wide variety of unit trusts means that they are an ideal way to build up a well-diversified investment portfolio tailored to meet your specific needs, risk profile and investment requirements.
- You can tailor your unit trust portfolio to suit your specific investment needs and time horizon
- Start investing from as little as N$100.00 per month or a lump sum Investment of N$300.00
- The ability to diversify your investment greatly reduces your investment risk
- There is no contractual term and you may sell your investment at any time (we do recommend that you view your unit trust portfolio as a medium to long-term investment)
- Exciting capital growth opportunities over the medium- to long-term
- Old Mutual Namibia Money Fund
- Old Mutual Namibia Corporate Fund
- Old Mutual Namibia Income Fund
- Old Mutual Namibia Dynamic Floor Fund
- Old Mutual Namibia Enhanced Income Fund
- Old Mutual Namibia Managed Fund
- Old Mutual Namibia Real Income Fund
- Old Mutual Namibia Growth Fund
- Old Mutual Namibia Property Fund
New Fund:
Looking for access to the global stock markets? The World Wide Equity Fund invests in listed companies across different countries, sectors, and currencies.
.jpg "Unit Trusts personal img right")
Digital solution
It’s easier than ever to invest, view your portfolio and transact online. You can also submit your additional investments, and switch and sell funds with ease via the Old Mutual Unit Trust Client Portal.
Forms
Alternatively, you can go to our Unit Trust Forms page, and download and complete the forms relevant to you.
Learn how to invest, switch, schedule a debit order, and withdraw from your unit trust online!
Investing through the Unit Trust Client Portal is fast, flexible, and secure.
Whether you’re starting out or adding to your existing portfolio, the portal guides you step-by-step through the process - anytime, from anywhere.
Need to adjust your investment strategy?
The Client Portal makes it simple to switch between unit trust funds based on your evolving goals or market conditions.
With just a few clicks, you can realign your portfolio — no paperwork, no delays.
Take control of your investments with scheduled debit orders.
Through the Old Mutual Unit Trust Client Portal, you can easily set up recurring contributions to your investment.
This ensures consistent growth over time, aligned with your financial goals — all managed conveniently online, at your own pace.
Accessing your funds when you need them is quick and seamless.
The portal lets you initiate withdrawals in just a few steps, giving you the freedom to manage your money when life calls for it — no queues, no fuss.
Your unit trust investments are 100% liquid and you can access them at any time. If you action a sell request, the money will be deposited into your bank account within two working days.
The interest income is taxable but exemptions apply while your dividends are not taxed.
Old Mutual Investment Group portfolio managers.
Fees and charges vary according to the amount invested and the category of the fund in which you want to invest. All the details are on the fund fact sheets.
You can expect to pay an initial charge (if you invest less than N$5 000) which includes commission as well as an annual service fee.
Unit Trust: +264819561015