About Old Mutual Investments

Our Group was established in Cape Town in 1845 as South Africa's first mutual life insurance company, offering financial security in uncertain times.

Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals, while investing their funds in ways that will create a positive future for them, their families, their communities and broader society.

In this way, we significantly contribute to improving the lives of our customers and their communities while ensuring a sustainable future for our business. We now employ more than 28 000 people and operate in 17 countries across three regions:

  • Africa (South Africa, Namibia, Botswana, Zimbabwe, Kenya, Malawi, Tanzania, Nigeria, Ghana, Uganda, Rwanda, South Sudan and eSwatini)
  • Asia (China)
  • Latin America (Colombia, Mexico and Uruguay) — the sale of these businesses was announced in March 2018, pending regulatory approval

What we do

We provide financial solutions to individuals, small and medium-sized businesses, corporates and institutions across several market segments and geographies in South Africa, the Rest of Africa and certain other emerging markets.

Savings and Protection

Innovative life assurance based product solutions, addressing both protection and savings needs, as well as short term insurance solutions through Old Mutual Insure.


Growing our customers’ savings and wealth, whether through active and direct asset management through Old Mutual Investments or the selection of funds for customers to invest in through multi-managers.


Offerings include policy backed lending, unsecured lending and debt consolidation (My Money Plan) predominantly aimed at the mass market.

Our Vision and Strategy

To be our customers’ most trusted partner and passionate about helping them achieve their lifetime financial goals.

Our Strategy

Responding to our customers’ needs, we are building a long-term savings, protection, investment and lending group by leveraging the strength of our people and capabilities in South Africa and around the world. We will focus, drive and optimise our businesses to enhance value for customers, shareholders and the communities we serve.

Our Strategic Priorities

  • Defend SA market share in Mass and Corporate markets
  • Defend and grow in the SA Personal Finance market
  • Improve the competitiveness of Wealth and Investments
  • Continued turnaround of Old Mutual Insure
  • Turnaround East African business and improve returns across Rest of Africa
  • Win the war for talent
  • Refresh the technology offering
  • Cost efficiency leadership

More Information

For more information, please visit the Old Mutual Limited site, www.oldmutual.com.

Local Investments

What do you want to do?

Minimum investment


Grow your wealth but have access to it when you need it.

R500 lump sum and/or R300 debit order

Unit Trusts

Draw an income from your retirement savings.


Living Annuity

Draw an income from your personal wealth savings.


Income Solution

Save for retirement in a tax efficient way.

R10,000 lump sum and/or R300 debit order

Retirement Annuity

Transfer your retirement savings when changing employment.


Preservation Fund

Offshore Investments

What do you want to do?

Minimum investment


Invest in an offshore share portfolio.


International Investment Portfolio (GBP)

Invest in a direct UK real estate Fund.


First World Hybrid Real Estate plc (GBP)

Invest in currency accounts in £ or $.

£25,000 or $30,000

Smart International Income Portfolio

Invest in offshore unit trusts.

£1,000 or $1,000

Unit Trusts (USD and/or GBP)

Invest in global unit trusts.

R500 lump sum and/or R300 debit order

Unit Trust Feeder Funds (ZAR)

Preservation Fund


Minimum investment


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Pension Fund

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Provident Fund