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Investment and funds
How to access our online services
Our financial performance
Business tools and user guides
Our investment platform: Designed for you and your clients
Up-to-date performance information on funds available through Old Mutual Wealth
Creation – an active range of diversified, risk targeted, multi-asset funds
WealtheSelect: managed portfolio service and researched fund range
Generation – a range of three multi-asset funds built for retirement
Informer – topical articles for financial advisers
Knowledge Direct – our dedicated technical financial planning resource
Whether you are building portfolios from our SelfSelect range or accessing one of our multi-asset solutions managed on your behalf, we offer a wealth of support and information to help you.
Fund performance and charges
Find fund performance and charges information for funds across all our fund ranges.
Life and pensions review
We undertake a quarterly performance review of all our life or pension funds to identify any that may have consistently underperformed.
Support with funds and portfolios
Useful support and information to help you build, manage and/or monitor your clients' investment portfolios.
Financial Adviser Verification
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