WealthSelect

ENJOY THE RIDE.

NOW INVESTING CAN BE JUST AS STRESS-FREE


We all have an idea of where we’d like to get to in life – whether it’s feeling financially comfortable, treating loved ones or enjoying a well-deserved retirement.

Wherever you’re heading, Old Mutual Wealth’s Managed Portfolio Service is an excellent way to help you get there. With market-leading funds and a dedicated team of experts managing your investment* – all at a very appealing price – you’ll be on your way to your destination in no time.

*The value of your investment may fall as well as rise in value and you may not get back what you put in.

Expertise to power your investment

The WealthSelect Managed Portfolio Service is a range of portfolios blending some of the best known funds in the market from leading fund management groups.

Your money should work hard for you, so your portfolio will contain a mixture of assets designed to maximise returns for the level of risk you wish to take and for the product you’re investing in. Our portfolio managers constantly monitor the funds within your portfolio to make sure it’s on track – so you can relax and enjoy the journey.

Always know where you’re going

The WealthSelect Managed Portfolio Service makes it easy for you to see how your financial journey is going.

Once you invest in a Managed Portfolio, your financial adviser will provide you with clear quarterly reports. You’ll also find it easy to plot the performance of your investments online, so you’ll always know where you are.

Take the stress out of life’s financial journey, talk to your financial adviser

You can only invest in a Managed Portfolio through a financial adviser as we believe that you can best achieve your goals by receiving professional advice.

If you don’t already have a financial adviser, our ‘Find an adviser’ tool can help you find one in your area.


Find out more in our brochure, a managed portfolio to match your goals.