This site is for financial advisers only, Click here for the consumer site.

Share

Fund
News, Views and Factsheets

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.

View fund prices, performance, factsheets and KIIDs

Fund news

Keep up-to-date with changes to our extensive fund ranges, including fund name changes, mergers and additions.

View Fund news

Operational updates

Find information about how we operate our funds, including:

  • Growth rates used in our illustrations
  • Sectors and categories used to group our funds
  • Old Mutual Wealth's platform cut off and dealing points
  • Information on cash deposit
  • Guaranteed Pension Fund (wound up on 29 November 2013)
Operational updates

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.

View the latest quarterly update

Informer

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.

View Informer

Sentiment Indicator

Our sentiment indicator provides you with a 12 month outlook on different indices from a selection of fund managers available through Old Mutual Wealth.

Find out more about Sentiment indicator

Financial Adviser Verification