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Investment range

Easy access to a wide range of investments

Through Old Mutual Wealth, you and your financial adviser can access:

  • more than 1,900 funds in a variety of sectors, just under 80% of which are the best available price in the market
  • over 600 of the most popular exchange traded funds (ETFs) and investment trusts in the market*
  • all the main asset classes, world markets and a variety of investment approaches

*Not available through our Collective Investment Bond.

Two ways to explore our investment range

1. Fund Centre

You can access our Fund Centre for prices, performance, factsheets and fund manager documents such as Key Investor Information Documents (KIIDs).

Visit the Fund Centre

2. Funds lists in either PDF or Excel format

Read a list of all the funds including fund charges and other important information in PDF format:

View funds list in Excel format

Which charge basis list should I look at?

Charge Basis 3

  • New investments in any of our products
  • Existing ISA
  • Existing Collective Investment Account (CIA)

Charge Basis 2 or Charge Basis 1

  • Existing Collective Retirement Account (CRA)*
  • Existing Collective Investment Bond (CIB)*
    *opened before 1 January 2013

If you are not sure which charge basis your product is on, you can find it on your regular statements and on our online Customer Centre.