How's it performing?
Our award winning service
Working for Old Mutual Wealth
Find out more about our Individual Savings Account
View our latest retirement reports
View up-to-date fund information
The benefits of WealthSelect
Life Insurance - help and support with your policy
Frequently asked questions
Choosing the right financial adviser for you
Through the links below, you can find information on fund charges (including AMCs and TERs), current performance, performance over the last ten years (where applicable), and other important information.
All data as at 31 October 2017.
ALL FUND RANGES - PERFORMANCE INFORMATION
PLATFORM FUNDS - PERFORMANCE AND CHARGES INFORMATION
Fund charges (incl. AMC and TER), objectives, and other important information in pdf format for platform funds:
Latest fund performance statistics and growth rates in PDF format:
LIFE AND PENSIONS FUNDS - PERFORMANCE AND CHARGES INFORMATION
Latest fund performance statistics, charges and growth rates in PDF format:
LIFE AND PENSIONS FUNDS - QUARTERLY PERFORMANCE REVIEW
We have undertaken a review of the performance of all our life or pension funds to identify any that may have consistently underperformed over the past three years.
Find out how unit prices are calculated for the funds offered by Old Mutual Wealth Life Assurance Limited.
Find out more information about what charges are applicable to your investment.