Fund information

We provide you with up-to-date information on the performance of funds available through Old Mutual Wealth.

Select the links below to view the complete fund performance lists for each fund range in PDF format.

Life and Pension 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 more and view the report

Fund type

We use fund-specific growth rates in our illustrations for Old Mutual Wealth's platform and Old Mutual Wealth

Funds list for Platform funds

If you have investments on Old Mutual Wealth's platform and are looking for information about the funds available, such as fund objectives and all relevant charges, you can access this in our funds lists. There is a list for each of our 3 charge bases and for our 2 fund ranges available on Charge Basis 3, WealthSelect and SelfSelect.

View our fund lists