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Fund News, Views and Factsheets
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Our investment platform: Designed for you and your clients
Up-to-date performance information on funds available through Old Mutual Wealth
Flexible and bespoke solutions to meet the retirement needs of your clients
WealtheSelect: managed portfolio service and researched fund range
UK equities: Old Mutual Global Investors award-winning team
Informer – topical articles for financial advisers
Knowledge Direct – our dedicated technical financial planning resource
Please click on the links below to view up-to-date investment and fund information.
Performance, fund prices, factsheets and KIIDs
Access factsheets, KIIDs and information on the performance of funds available through Old Mutual Wealth, including latest fund prices.
Keep up-to-date with changes to our extensive fund ranges, including fund name changes, mergers and additions.
Find information about how we operate our funds, including:
Asset allocation quarterly reviews
Each quarter, following input from investment consultancy Towers Watson, we review the assumptions that underpin the Strategic Asset allocation model that forms the basis of our Spectrum funds, platform investment tools and Managed Portfolio Service.
Our monthly publication includes views from a range of top fund management groups. You can find articles on a wide range of topics, funds and sectors.
Our sentiment indicator provides you with a 12 month outlook on different indices from a selection of fund managers available through Old Mutual Wealth.
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