The Old Mutual Swaziland Balanced Fund offers investors long-term capital growth. It invests across equities, bonds and cash with a bias towards equities (shares) offering long-term value rather than those with more cyclical returns.
This fund is ideal for those wanting moderate to high long-term growth, with less volatility in the short term than pure equity. It is suitable as a stand-alone retirement investment.
Key Features
- Distributions are declared half-yearly.
- The monthly fund minimum is E500 or a lump sum of E10 000.
- Initial administration charge is 2%.
- The fund is managed by Old Mutual Investment Group - MacroSolutions.
Should you require further information, please view the Balanced Fund Fact Sheet. For more information on Unit Trusts, please download our brochure.
For more information on investing in the Old Mutual Swaziland Balanced Fund, please visit the Swaziland branch, send us an or contact your Old Mutual Personal Financial Adviser.