FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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INVESTMENTS AND FUNDS

  • Old Mutual Wealth Investment Division fund research team

    This sales aid explains how the fund research team performs two crucial tasks:finding the best fund managers from across the world, and conducting rigorous ongoing due diligence on fund managers already entrusted by the Investment Division and Old Mutual International.

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  • GlobalSelect Portfolio Bond fund list 2016

    This document lists the Multi-Asset Funds and Researched Funds available with our GlobalSelect investment solutions.

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  • GlobalSelect Unit-Linked fund list 2016

    This document lists the Multi-Asset Funds and Researched Funds available with our GlobalSelect investment solutions.

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  • Focus on Compass portfolios

    The Old Mutual Compass Portfolio range, defined here as ‘Portfolios’, is available through various Old Mutual International products. The investment objective of the Compass Portfolios is to generate a long-term total return, through investing in a diversified range of asset classes.

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  • Multi-asset funds investment tools sales aid

    This sales aid outlines some of the tools and models that the multi-asset unit uses as part of its investment process for running multi-asset portfolios.

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  • Investment Division’s Multi-asset Quant team sales aid

    This sales aid provides an overview of the Quant time, whose primary role is to curate and enhance the models and tools developed in collaboration with the fund managers to run their portfolios.

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  • Compass Portfolio brochure

    In this brochure, we will explain what exactly is meant by investment risk, explain how the Compass Portfolios work and give you some background on the highly experienced team that manages them. This brochure needs to be read together with the relevant Old Mutual International Product brochure.

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  • Compass Portfolios Q3 report

    The latest Compass Portfolios Q3 report provides detailed information about the assets each of the Compass Portfolios holds plus commentary from the Portfolio Manager on how the team has navigated the portfolios during the turbulent market conditions seen over the quarter.

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