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Submitted URL: https://secure.myshopper.oldmutual.co.za/
Effective URL: https://secure.myshopper.oldmutual.co.za/Shopper/FundEdit?product=TFSA
Submission: On February 01 via api from ZA — Scanned from DE
Effective URL: https://secure.myshopper.oldmutual.co.za/Shopper/FundEdit?product=TFSA
Submission: On February 01 via api from ZA — Scanned from DE
Form analysis 3 forms found in the DOM
POST /Shopper/FundEdit/66304E4348632F576F302B6B656F754E4636395839513D3D
<form action="/Shopper/FundEdit/66304E4348632F576F302B6B656F754E4636395839513D3D" id="step1Form" method="post" novalidate="novalidate"><input name="__RequestVerificationToken" type="hidden"
value="ZVRL7Vv7s_LqXX1CWIMTnSbusWgMVdaq1gWYwOS4ctBbFdoIFE97wh_YcCF2L8WPndJYOpW_eYFyGN_506gEKne6VnpT_QbQPlvolYKQX0c1"><input id="DigitalProductTypeCode" name="DigitalProductTypeCode" type="hidden" value="TFSA">
<div id="FundHeader_0" class="fund_wrapper" data-prod-id="0">
<span class="right visible-xs offcanvas-toggle mt25 mr35" data-toggle="offcanvas" data-side-id="1"><span class="info"> </span></span>
<input id="Order_EncryptedOrderId" name="Order.EncryptedOrderId" type="hidden" value="66304E4348632F576F302B6B656F754E4636395839513D3D"><input id="Minor" name="Minor" type="hidden" value="False"><input id="Order_OrderProductList_0__Id"
name="Order.OrderProductList[0].Id" type="hidden" value="0"><input id="Order_OrderProductList_0__OrderStateId" name="Order.OrderProductList[0].OrderStateId" type="hidden" value="1001">
<div class="content-section">
<div class="fund_header inner-content-green">
<h2>Tax Free Plan</h2>
<p>Contribute up to R36 000 in a tax year. All growth in your plan is tax free. </p>
</div>
</div>
<div class="content-section clearfix">
<div class="inner-content clearfix">
<div class="col-md-9">
<p class="no-margin question-text">Are you investing on behalf of a minor?</p>
</div>
<div class="col-md-3 align-swap">
<div class="mb0 fd-line row ">
<input id="CustomerAnswerList_1__CustomerQuestionTypeId" name="CustomerAnswerList[1].CustomerQuestionTypeId" type="hidden" value="1006">
<div class="col-md-6 col-xs-6 no-padding">
<div class="minorDetails">
<div class="widht100">
<div class="radio pretty">
<div class="minor-invest styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
class="minor-invest" id="CustomerAnswerList_1__Answer" name="CustomerAnswerList[1].Answer" type="radio" value="Yes" style="display: none;"></div>
</div>
<label>YES</label>
</div>
</div>
</div>
<div class="col-md-6 col-xs-6 no-padding">
<div class="minorDetails">
<div class="widht100">
<div class="radio pretty">
<div class="minor-invest styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px -14px;"><input
checked="checked" class="minor-invest" id="CustomerAnswerList_1__Answer" name="CustomerAnswerList[1].Answer" type="radio" value="No" style="display: none;"></div>
</div>
<label>NO</label>
</div>
</div>
</div>
</div>
</div>
<div class="minor-container col-md-12 col-xs-12">
<div class="another-minor pt0" style=";"> Are you the parent or legal guardian of the minor?<br>
<br>
<div class="clearfix"></div>
<div class="clearfix"></div>
<input id="CustomerAnswerList_0__CustomerQuestionTypeId" name="CustomerAnswerList[0].CustomerQuestionTypeId" type="hidden" value="1007">
<div class="width100">
<div class="align">
<div class="radio white pretty">
<div class="policyReplaceUnderstandNotMinor styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px -14px;">
<input checked="checked" class="policyReplaceUnderstandNotMinor" id="policyReplaceUnderstand" name="CustomerAnswerList[0].Answer" type="radio" value="1002" style="display: none;"></div><label>PARENT</label><br>
</div>
</div>
<div class="clearfix"></div>
<div class="align">
<div class="radio white pretty">
<div class="policyReplaceUnderstandNotMinor styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;">
<input class="policyReplaceUnderstandNotMinor" id="CustomerAnswerList_0__Answer" name="CustomerAnswerList[0].Answer" type="radio" value="1003" style="display: none;"></div><label>LEGAL GUARDIAN (appointed by the Court)</label>
</div>
</div>
</div>
</div>
<div>
<p> As the parent/legal guardian, you do not own the Plan, the minor does. It will therefore not reflect as part of your portfolio. </p>
<p> You will be able to make changes to the Plan until the minor reaches the age of 18. </p>
</div>
</div>
</div>
</div>
<div class="content-section clearfix">
<div class="inner-content clearfix">
<div class="clearfix"></div>
<div class="spacer-top5"></div>
<div class=" acceptAndUnderstand"></div>
<div class="col-md-9">
<p class="no-b-margin b-margin question-text no-margin">Do you already own any of these products?</p>
<ul class="dash pt10">
<li style="list-style-type: none;">Old Mutual Invest Tax Free Plan</li>
<li style="list-style-type: none;">Old Mutual Wealth Tax Free Investment</li>
</ul>
<p>This application will not be processed if you already have an Old Mutual Invest Tax Free Plan or an Old Mutual Wealth Tax Free Investment.</p>
</div>
<div class="col-md-3 align-swap">
<div class="mb0 fd-line row ">
<div class="col-md-6 col-xs-6 no-padding">
<div class="widht100">
<div class="radio pretty">
<div class="existing-tfsa styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
class="existing-tfsa" id="TFSA_Yes" name="ExistingTaxFree" type="radio" value="Yes" style="display: none;"></div>
</div>
<label>YES</label>
</div>
</div>
<div class="col-md-6 col-xs-6 no-padding">
<div class="minorDetails">
<div class="widht100">
<div class="radio pretty">
<div class="existing-tfsa styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px -14px;"><input
checked="checked" class="existing-tfsa" id="ExistingTaxFree" name="ExistingTaxFree" type="radio" value="No" style="display: none;"></div>
</div>
<label>NO</label>
</div>
</div>
</div>
</div>
</div>
<div class="fd-line row pb0 dontUnderstand" style="margin: 0px;">
<div class="flex-existing-top existing-top important-notes hide salmonBg border">
<div>
<span>ONLY ONE TAX FREE PLAN IS ALLOWED PER PERSON. <br> This is so that we can efficiently monitor your contributions to ensure that you do not exceed the annual (or lifetime) allowance.<br></span>
</div>
<div>
<div class="existing-botSection">
<ul class="no-pad">
</ul>
</div>
</div>
<div>
<span>You've decided to buy an additional FLEXIBLE PLAN</span>
</div>
</div>
<div class="col-md-12 pl0 pr0">
<div class=" existing-tfsa-block existing-top pl0 salmonBg mt15 border" style="display: none;">
<p>ONLY ONE TAX FREE PLAN IS ALLOWED PER PERSON. <br> This is so that we can efficiently monitor contributions to ensure that the annual (or lifetime) allowance is not exceeded.</p>
</div>
</div>
<div class="col-md-12 pl0 pr0">
<div class="row dontUnderstand">
<div class="existing-tfsa-block pl10" style="display:none">
<div class="col-md-12">
<br>
<span class="light-bold">Some suggestions:</span>
<br>
</div>
<div class="col-md-12">
<br>
<div class="shadow"></div>
</div>
<div class="col-md-12">
<div>
<div class="existing-spacer-bottom"></div>
<div class="radio pretty width100">
<div class="options-existing styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
class="options-existing" id="Existing" name="Existing" type="radio" value="ExistingPolicy" style="display: none;"></div>
<label>INVEST MORE INTO YOUR EXISTING TAX FREE PLAN</label><br>
</div>
<div class="existing " id="ExistingPolicy" style="display: none">
<p style="margin-bottom: 0px;"><i>OLD MUTUAL INVEST TAX FREE PLAN</i><br><br>If you haven't exceeded your tax free allowance of <span class="update">R36 000</span> per tax year<br> (or R500 000 in your life time), you can invest
more into your existing Tax Free Plan as follows: <br><br> MAKE A LUMP SUM PAYMENT INTO YOUR PLAN (minimum of R1 000)<br> <a href="target='_blank'" id="lumpSumInv"><u>here's how</u></a></p>
<div id="lumpSumDetails" class="hide">
<ul>
<li>Log on to <a href="https://secure.myportfolio.oldmutual.co.za/shopper/index/" id="logontoMyport"><u>MyPortfolio</u></a> and submit the request online<br><b>or</b></li>
<li>Complete and sign the applicable form below - and fax it to <b>0860 60 7500 or 0860 60 9500</b><br></li>
<li><a href="/Handlers/FormFactoryDocumentHandler.ashx?d=FormFactory/OMInvest/Digital/OMInvestLumpSumandchangestoregularinvestmentsTFPform_Digital_August2015.pdf.pdf" target="_blank"><u>Click here</u></a> to download the
form if you purchased your Tax Free Plan online</li>
<li><a href="/Handlers/FormFactoryDocumentHandler.ashx?d=FormFactory/OMInvest/OMInvest_Lump_Sum_Changes_Regular_Investments_Form_Eng.pdf" target="_blank"><u>Click here</u></a> to download the form if you purchased your Tax
Free Plan through <br>an adviser or broker</li>
</ul>
</div><br><br>ADD A REGULAR PAYMENT TO YOUR PLAN (minimum of R 250 monthly)<br> <a href="target='_blank'" id="regSumInv"><u>here's how</u></a><br>
<div id="regpayDetails" class="hide">
<ul>
<li>Complete and sign the applicable form below - and fax it to <b>0860 60 7500 or 0860 60 9500</b><br></li>
<li><a href="/Handlers/FormFactoryDocumentHandler.ashx?d=FormFactory/OMInvest/Digital/OMInvestLumpSumandchangestoregularinvestmentsTFPform_Digital_August2015.pdf.pdf" target="_blank"><u>Click here</u></a> to download the
form if you purchased your Tax Free Plan online</li>
<li><a href="/Handlers/FormFactoryDocumentHandler.ashx?d=FormFactory/OMInvest/OMInvest_Lump_Sum_Changes_Regular_Investments_Form_Eng.pdf" target="_blank"><u>Click here</u></a> to download the form if you purchased your Tax
Free Plan through <br>an adviser or broker</li>
</ul>
</div><br><br>INCREASE THE AMOUNT OF YOUR REGULAR PAYMENT<br> <a href="target='_blank'" id="topUpInv"><u>here's how</u></a><br>
<div id="increaseDetails" class="hide">
<ul>
<li>Complete and sign the applicable form below - and fax it to <b>0860 60 7500 or 0860 60 9500</b><br></li>
<li><a href="/Handlers/FormFactoryDocumentHandler.ashx?d=FormFactory/OMInvest/Digital/OMInvestLumpSumandchangestoregularinvestmentsTFPform_Digital_August2015.pdf.pdf" target="_blank"><u>Click here</u></a> to download the
form if you purchased your Tax Free Plan online</li>
<li><a href="/Handlers/FormFactoryDocumentHandler.ashx?d=FormFactory/OMInvest/OMInvest_Lump_Sum_Changes_Regular_Investments_Form_Eng.pdf" target="_blank"><u>Click here</u></a> to download the form if you purchased your Tax
Free Plan through <br>an adviser or broker</li>
</ul>
</div><br><br>Queries?<br>Call 0860 50 6070 Monday to Friday between 8am and 6pm or Saturday from 8am to 1pm.<br>
<hr><br><i>OLD MUTUAL WEALTH TAX FREE INVESTMENT</i><br><br>Contact your financial planner, or call the Old Mutual Wealth Service Centre on 0860 999 199<br>
<p></p>
</div>
<div class="existing-spacer-bottom"></div>
<div class="radio pretty">
<div class="options-existing styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
class="options-existing" id="Existing_Flex" name="Existing" type="radio" value="Flex" style="display: none;"></div>
<label>INVEST IN A NEW FLEXIBLE PLAN</label><br>
</div>
<div class="existing" id="Flex" style="display: none">
<p> If you are already contributing your maximum tax free allowance of R36 000 per tax year into a Tax Free Savings Plan, you can invest any additional savings into a Flexible Plan. <br>
<a href="/shopper/fundedit/?product=flex" title="BUY FLEXIBLE PLAN" id="buyFlex" alt="BUY FLEXIBLE PLAN" class="btn btn--secondary btn-sml right">BUY FLEXIBLE PLAN</a>
<br>
</p>
</div>
<div class="existing-spacer-bottom"></div>
<div class="radio pretty">
<div class="options-existing styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
class="options-existing" id="Existing" name="Existing" type="radio" value="Minor" style="display: none;"></div>
<label>INVEST IN A TAX FREE PLAN ON BEHALF OF A MINOR</label><br>
</div>
<div class="existing" id="Minor" style="display: none">
<p> You can invest on behalf of a minor if you are his or her parent or legal guardian. <br>
<br>
<a href="/shopper/fundedit/?minor=yes#m" title="BUY FOR A MINOR" alt="BUY FOR A MINOR" class="btn btn--secondary btn-sml right">INVEST FOR A MINOR</a>
<br>
</p>
</div>
<div class="existing-spacer-bottom"></div>
<div class="existing-shrink" id="Help" style="display: none;">
<br>
<div class="live-chat-call">For help call </div>
<div class="live-chat-no">
<a href="tel:0860665463" class="live-chat-tel">0860 665463</a>
</div>
<div class="live-chat-btn">
<div id="scRE80" style="display:inline">
<a href="#" onclick="openMessenger(); return false;"><div class="live-chat-on"><span id="psRE80l"><span class="no-link">or </span> <span class="btn btn-sml btn--secondary-LiveChat live-chat-btn">LIVE CHAT</span></span></div></a>
</div>
</div>
<br>
<br>
</div>
<div class="existing-spacer-bottom"></div>
</div>
<div class="existing-spacer-bottom"></div>
</div>
<div class="col-md-12">
<div class="shadow"></div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="content-section alreadyOwn clearfix">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__PaymentMethodCode" name="Order.OrderProductList[0].PremiumScheduleList[0].PaymentMethodCode" type="hidden" value="Scheduled">
<div class="inner-content alreadyOwn clearfix">
<div class="alreadyOwn ">
<p class="mb-inline"><b>Choose how you'd like to invest in your Tax Free Plan </b><br>You can make regular payments, a lump sum payment, or a combination of both</p>
</div>
</div>
<div class="inner-content--top-border-light clearfix">
<div class="alreadyOwn">
<script src="/Scripts/Shopper/inputmaskplugin.js"></script>
<input id="hasLumpsum" name="hasLumpsum" type="hidden" value="False">
<input id="hasRecurring" name="hasRecurring" type="hidden" value="False">
<input id="ScheduleMax" name="ScheduleMax" type="hidden" value="3000">
<input id="ScheduleOverflow" name="ScheduleOverflow" type="hidden" value="0">
<input id="LumpsumOverflow" name="LumpsumOverflow" type="hidden" value="0">
<input id="Contributions" name="Contributions" type="hidden" value="0">
<div id="notsingle_0" style="'display:block'"></div>
<div class="fund_section">
<div class="reg-pay-drop col-md-12">
<a name="product-details-reg"></a>
<div class="checkbox col-xs-12">
<div class="row">
<div class="inner-content-green-pay">
<div class="reg_pay_check styledCheckbox" style="background-image: url("/content/images/CheckAndRadioButtons/checkbox-sprite.svg"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="checkbox" id="reg_pay_0" class="reg_pay_check" name="reg-pay-on_0" style="display: none;"></div>
<label>REGULAR PAYMENT</label>
<br>
<p>A regular payment is a monthly payment and will be deducted from your account on the date you select. Invest anything between R250 and R3000.</p>
</div>
</div>
</div>
<input id="Order_OrderProductList_0__DigitalProductType_Code" name="Order.OrderProductList[0].DigitalProductType.Code" type="hidden" value="TFSA">
<div id="reg-section_0" class="reg-pay mt10 pl0 width-100 boxed-sub-content" style="display: none;">
<div class="fundBox color_kidnapper_approx-bg width-100 inner-content--top-border">
<div class="row">
<div class="reg-pay reg-input col-sm-4 col-xs-12" style="display: none;">
<label>AMOUNT</label>
<div class="input-group grinput mt15">
<!--<div class="input-group-addon fundamreg">R</div>-->
<input class="regAmount pl5 calcAmnt" id="Order_OrderProductList_0__PremiumScheduleList_0__Value" min="0" name="Order.OrderProductList[0].PremiumScheduleList[0].Value" type="number" value="500">
</div>
<div class="rec-AmtRequired hide">
<p>Amount is required</p>
</div>
</div>
<div class="reg-pay reg-input col-sm-4 col-xs-12 pl0 mpl" style="display: none;">
<label>HOW OFTEN</label>
<div class="input-group grinput mt15">
<select class="fund-pay-freq chosen-select" id="Order_OrderProductList_0__PremiumScheduleList_0__FrequencyCode" name="Order.OrderProductList[0].PremiumScheduleList[0].FrequencyCode" style="display: none;">
<option selected="selected" value="m" data="500">Monthly</option>
<option value="a" data="12000">Yearly</option>
</select>
<div class="chosen-container chosen-container-single chosen-container-single-nosearch" style="width: 100%;" title="" id="Order_OrderProductList_0__PremiumScheduleList_0__FrequencyCode_chosen">
<a class="chosen-single" tabindex="-1"><span>Monthly</span><div><b></b></div></a>
<div class="chosen-drop">
<div class="chosen-search"><input type="text" autocomplete="off" readonly=""></div>
<ul class="chosen-results"></ul>
</div>
</div>
</div>
</div>
<div class="reg-pay reg-input col-sm-4 col-xs-12 pl0 mpl" style="display: none;">
<label>DEBIT ORDER START DATE</label>
<div class="input-group grinput mt15">
<span class="Zebra_DatePicker_Icon_Wrapper" style="display: inline-block; position: relative; float: none; inset: 0px;"><input class="debitdate debitorderdatepicker debitOrderstartDatereccuring" autocomplete="off"
id="DebitOrderStartDate" maxlength="10" minlength="10" name="Order.OrderProductList[0].PremiumScheduleList[0].StartDate" onchange="DateFormated()" placeholder="DD/MM/YYYY eg 25/01/2021" size="10"
style="padding-top: 2%; padding-bottom: 2%; font-size: 110%; position: relative; inset: auto;" type="text" value=""><button type="button" class="Zebra_DatePicker_Icon Zebra_DatePicker_Icon_Inside"
style="top: 7.5px; left: 207px;" id="0">Pick a date</button></span>
<div id="divError" class="error-msg" style="color:red;padding-top:5%">
</div>
<span class="datecal"></span>
</div>
</div>
</div>
<input class="ProdType" id="ProdType" name="ProdType" type="hidden" value="TFSA">
<div class="clearfix"></div>
<div class="amountError"></div>
</div>
<div class="row hide" id="overflow">
<div class="col-md-12 mt20">
<p>The maximum amount you can invest in a tax year in your Tax Free Plan is R<span id="premiumGrossValueTaxSeasonMaximum"></span></p>
</div>
<div class="col-md-12">
<div class="col-md-9 pl0">
<p><strong>Would you like to invest the difference of R<span id="overflowAmount"></span> <span class="dual_freq"></span> into a Flexible Plan?</strong></p>
</div>
<div class="col-md-3">
<div class="mb0 fd-line row ">
<div class="col-md-6 ">
<div class="align">
<div class="radio pretty">
<label>
<div class="overFlowTFSA styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
class="overFlowTFSA" id="saveTFSA" name="OverFlowTFSA" type="radio" value="Yes" style="display: none;"></div> YES
</label>
</div>
</div>
</div>
<div class="col-md-6 ">
<div class="minorDetails">
<div class="align">
<div class="radio pretty">
<label>
<div class="overFlowTFSA styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
class="overFlowTFSA" id="overRegFlowTFSA" name="OverFlowTFSA" type="radio" value="No" style="display: none;"></div> NO
</label>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="row hide" id="dualOverflow">
<div class="col-md-12 mt20">
<p>The maximum amount you can invest in a tax year in your Tax Free Plan is R<span id="dual_premiumGrossValueTaxSeasonMaximum"></span></p>
</div>
<div class="col-md-12">
<div class="col-md-9 pl0">
<p><strong>Would you like to invest the difference of R<span id="dual_overflowRegAmount"></span> <span class="dual_freq"></span> and R<span id="dual_overflowLumpAmount"></span> lump sum in a Flexible Plan?</strong></p>
</div>
<div class="col-md-3">
<div class="mb0 fd-line row ">
<div class="col-md-6 ">
<div class="align">
<div class="radio pretty">
<label>
<div class="overFlowTFSA styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
class="overFlowTFSA" id="saveTFSA" name="OverFlowTFSA" type="radio" value="Yes" style="display: none;"></div> YES
</label>
</div>
</div>
</div>
<div class="col-md-6 ">
<div class="minorDetails">
<div class="align">
<div class="radio pretty">
<label>
<div class="overFlowTFSA styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
class="overFlowTFSA" id="overFlowDualTFSA" name="OverFlowTFSA" type="radio" value="No" style="display: none;"></div> NO
</label>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="clearfix"></div>
<div class="amountError"></div>
<div class="recurringDate-errorDiv" id="recurringDate-errorDiv-TFSA"></div>
<div class="recurring-errorDiv" id="recurring-errorDiv-TFSA"></div>
<div>
<div class="escBox" data-checked="">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleIncrease_Id" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleIncrease.Id" type="hidden" value="0">
<div class="notSingle">
<div class="checkbox small ie8full ingrn esc-box">
<div class="inner-content--top-border">
<label class="label-float escLabel top-label"><strong>Please choose</strong> <br>how the regular payment should increase each year: </label>
</div>
<div class="change-more ">
<div class="change-box">
<ul>
<li>
<div class="inner-content-green-pay">
<div class="radio">
<div class="escalation styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
class="escalation" id="link_inflation_0" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleIncrease.EscalationCode" type="radio" value="CPI" style="display: none;"></div>
</div>
<label>Linked with inflation</label>
</div>
</li>
<li class="shorten-number">
<div class="inner-content-green-pay">
<div class="radio">
<div class="escalation styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
class="escalation" id="fixed_yearly_increase_0" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleIncrease.EscalationCode" type="radio" value="range" style="display: none;"></div>
</div>
<label>
<div class="escLabel">Fixed Yearly Increase:</div>
<div class="escPercDiv"><input class="escal escalation" id="changerange" max="99" maxlength="2" min="1" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleIncrease.Value"
title="Please enter a value between 1% and 99%" type="number" value="8"><span class="escalPerc">%</span></div>
</label>
</div>
</li>
<li>
<div class="inner-content-green-pay">
<div class="radio">
<div class="escalation styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
class="escalation" id="no_increase_0" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleIncrease.EscalationCode" type="radio" value="NONE" style="display: none;"></div>
</div>
<label>No increase</label>
</div>
</li>
</ul>
</div>
<div class="esc-error"></div>
</div>
</div>
</div>
<div class="isSingle hide inline-block col-md-12">
<label class="incLabel mb0">Your regular payment will increase every year to keep up with inflation.</label>
<input class="mfc_cpi" id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleIncrease_EscalationCode" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleIncrease.EscalationCode" type="hidden" value="">
</div>
</div>
</div>
</div>
</div>
<div class="subloader subfund hide" style="display: none;">
<img src="/content/themes/img/712.GIF" alt="loading...">
</div>
<div class="reg-pay-funds reg-pay-funds_0_0 fund-type col-xs-12" id="reg-pay-funds_0" style="display: none;">
<div id="allfunds_0" class="funds row">
<div class="fund color_wild_sand_approx-bg col-xs-12 pt25 pb25 pl25 pr25 col-xs-12 boxed-sub-content" data-fund-id="0">
<div class="notSingle row clearfix">
<a href="#" class="remove-fund" style="display: none;"></a>
<div class="fund-bot col-xs-12">
<div class="hide-me-box"> Please choose a fund<br>
<select id="fund-select_0" class="fund-select" data-placeholder="SELECT" data-select-id="0">
<option value=""></option>
<optgroup>
<option class="fs-details" value="OM_STAB_GRO_B1" data-code="OM_STAB_GRO_B1" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Stable Growth Fund" data-type="advanced">Old Mutual Stable Growth
Fund</option>
<option class="fs-details" value="OM_REAL_INC_B1" data-code="OM_REAL_INC_B1" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Real Income Fund" data-type="advanced">Old Mutual Real Income Fund
</option>
<option class="fs-details" value="OM_MONEYMKT_B1" data-code="OM_MONEYMKT_B1" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Money Market Fund" data-type="advanced">Old Mutual Money Market Fund
</option>
<option class="fs-details" value="OM_MAX_INT" data-code="OM_MAX_INT" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Maximised Interest Fund (LIFE)" data-type="easy">Old Mutual Maximised
Interest Fund (LIFE)</option>
<option class="fs-details" value="OM_ITRST_PLUSB1" data-code="OM_ITRST_PLUSB1" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Interest Plus Fund" data-type="advanced">Old Mutual Interest Plus
Fund</option>
<option class="fs-details" value="OM_CORE_CON_B1" data-code="OM_CORE_CON_B1" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Core Conservative Fund" data-type="advanced">Old Mutual Core
Conservative Fund</option>
<option class="fs-details" value="SA_BONDS" data-code="SA_BONDS" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Bond Fund (LIFE)" data-type="advanced">Old Mutual Bond Fund (LIFE)</option>
</optgroup>
<optgroup>
<option class="fs-details" value="SES_BCI_PROP_B1" data-code="SES_BCI_PROP_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Sesfikile BCI Property Fund" data-type="advanced">Sesfikile BCI Property
Fund</option>
<option class="fs-details" value="OM_SAQUOTPROPB4" data-code="OM_SAQUOTPROPB4" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual SA Quoted Property Fund" data-type="advanced">Old Mutual SA
Quoted Property Fund</option>
<option class="fs-details" value="OM_MOD_BAL_B1" data-code="OM_MOD_BAL_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Moderate Balanced Fund" data-type="advanced">Old Mutual Moderate
Balanced Fund</option>
<option class="fs-details" value="OM_DYN_FLOOR_B1" data-code="OM_DYN_FLOOR_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Dynamic Floor Fund" data-type="advanced">Old Mutual Dynamic
Floor Fund</option>
<option class="fs-details" value="OM_CORE_MOD_B1" data-code="OM_CORE_MOD_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Core Moderate Fund" data-type="advanced">Old Mutual Core Moderate
Fund</option>
<option class="fs-details" value="OM_BAL_TRCKR_B1" data-code="OM_BAL_TRCKR_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Core Balanced Fund" data-type="advanced">Old Mutual Core
Balanced Fund</option>
<option class="fs-details" value="OM_BAL_B1" data-code="OM_BAL_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Balanced Fund" data-type="easy">Old Mutual Balanced Fund</option>
<option class="fs-details" value="OM_ALB_BAL_B1" data-code="OM_ALB_BAL_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Albaraka Balanced Fund" data-type="advanced">Old Mutual Albaraka
Balanced Fund</option>
</optgroup>
<optgroup>
<option class="fs-details" value="OM_TOP_40_LIFE" data-code="OM_TOP_40_LIFE" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Top 40 Fund (LIFE)" data-type="easy">Old Mutual Top 40 Fund (LIFE)
</option>
<option class="fs-details" value="OM_RAF40_B1" data-code="OM_RAF40_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual RAFI 40 Index Fund" data-type="advanced">Old Mutual RAFI 40 Index Fund
</option>
<option class="fs-details" value="OM_MSCI_WRLD_B1" data-code="OM_MSCI_WRLD_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual MSCI World ESG Index Feeder Fund" data-type="advanced">Old Mutual
MSCI World ESG Index Feeder Fund</option>
<option class="fs-details" value="OM_MSCI_EMRG_B1" data-code="OM_MSCI_EMRG_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual MSCI Emerging Markets ESG Index Feeder Fund" data-type="advanced">
Old Mutual MSCI Emerging Markets ESG Index Feeder Fund</option>
<option class="fs-details" value="OM_ESG_EQUTY_B1" data-code="OM_ESG_EQUTY_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual ESG Equity Fund" data-type="advanced">Old Mutual ESG Equity Fund
</option>
<option class="fs-details" value="OM_MAX_RET_B1" data-code="OM_MAX_RET_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Maximum Return Fund" data-type="advanced">Old Mutual Maximum Return
Fund</option>
<option class="fs-details" value="OM_MNG_ALPEQ_B1" data-code="OM_MNG_ALPEQ_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Managed Alpha Equity Fund" data-type="advanced">Old Mutual Managed
Alpha Equity Fund</option>
<option class="fs-details" value="OM_INV_B1" data-code="OM_INV_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Investors Fund" data-type="advanced">Old Mutual Investors Fund</option>
<option class="fs-details" value="OM_GLOB_EQ_B1" data-code="OM_GLOB_EQ_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Global Equity Fund" data-type="advanced">Old Mutual Global Equity Fund
</option>
<option class="fs-details" value="OM_FTSERAFI_B1" data-code="OM_FTSERAFI_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual FTSE RAFI All World Index Feeder Fund" data-type="advanced">Old
Mutual FTSE RAFI All World Index Feeder Fund</option>
<option class="fs-details" value="OM_FLEX_B1" data-code="OM_FLEX_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Flexible Fund" data-type="advanced">Old Mutual Flexible Fund</option>
<option class="fs-details" value="OM_CAPSWIX_B1" data-code="OM_CAPSWIX_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Capped SWIX Index Fund" data-type="advanced">Old Mutual Capped SWIX
Index Fund</option>
<option class="fs-details" value="OM_ALB_EQUTY_B1" data-code="OM_ALB_EQUTY_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Albaraka Equity Fund" data-type="advanced">Old Mutual Albaraka
Equity Fund</option>
<option class="fs-details" value="MAZI_CAP_EQU_B2" data-code="MAZI_CAP_EQU_B2" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Mazi Asset Management Prime Equity Fund" data-type="advanced">Mazi Asset
Management Prime Equity Fund</option>
</optgroup>
</select>
</div>
<div class="ie8hide width100">
<div class="row">
<div class="col-xs-12 thesel col-md-12 pl0">
<label class="choose-fund-label"><strong>Choose</strong> fund</label><span class="fund-error"></span>
<div id="fund-select_0" class="fund-selector">
<div class="bot-desc">
</div>
</div>
<div class="fs-sub-desc"></div>
</div>
<div class="fund-split">
<div class="splitinp col-md-1 col-sm-3 col-xs-4 col-xs-offset-4 col-sm-offset-6 col-md-offset-0 hide">
<label>% SPLIT</label>
<div class="splithol">
<input class="perc-fund-amount form-control" id="perc-reg-amount" max="100" maxlength="3" min="0" name="perc-reg-amount" onfocus="this.select();" onmouseup="return false;" pattern="[0-9]{3}" required="required"
type="number" value="0" aria-required="true">
</div>
</div>
<div class="splitval col-md-1 col-sm-3 col-xs-4 pl0 pr0 hide">
<label>VALUE</label>
<span class="clearfix width100 calcamR">500</span>
<input title="You must invest a minimum of R 100 in each fund." style="color:white;padding:-10px; padding-top: 1px;" class="calcamR fund-amount form-control reg-amount" name="reg-amount" type="number" min="100" value=""
required="required" aria-required="true">
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="fund color_wild_sand_approx-bg col-xs-12 pt25 pb25 pl25 pr25 col-xs-12 boxed-sub-content" data-fund-id="1">
<div class="notSingle row clearfix">
<a href="#" class="remove-fund" style="display: none;"></a>
<div class="fund-bot col-xs-12">
<div class="hide-me-box"> Please choose a fund<br>
<select id="fund-select_0" class="fund-select" data-placeholder="SELECT" data-select-id="0">
<option value=""></option>
<optgroup>
<option class="fs-details" value="OM_STAB_GRO_B1" data-code="OM_STAB_GRO_B1" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Stable Growth Fund" data-type="advanced">Old Mutual Stable Growth
Fund</option>
<option class="fs-details" value="OM_REAL_INC_B1" data-code="OM_REAL_INC_B1" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Real Income Fund" data-type="advanced">Old Mutual Real Income Fund
</option>
<option class="fs-details" value="OM_MONEYMKT_B1" data-code="OM_MONEYMKT_B1" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Money Market Fund" data-type="advanced">Old Mutual Money Market Fund
</option>
<option class="fs-details" value="OM_MAX_INT" data-code="OM_MAX_INT" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Maximised Interest Fund (LIFE)" data-type="easy">Old Mutual Maximised
Interest Fund (LIFE)</option>
<option class="fs-details" value="OM_ITRST_PLUSB1" data-code="OM_ITRST_PLUSB1" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Interest Plus Fund" data-type="advanced">Old Mutual Interest Plus
Fund</option>
<option class="fs-details" value="OM_CORE_CON_B1" data-code="OM_CORE_CON_B1" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Core Conservative Fund" data-type="advanced">Old Mutual Core
Conservative Fund</option>
<option class="fs-details" value="SA_BONDS" data-code="SA_BONDS" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Bond Fund (LIFE)" data-type="advanced">Old Mutual Bond Fund (LIFE)</option>
</optgroup>
<optgroup>
<option class="fs-details" value="SES_BCI_PROP_B1" data-code="SES_BCI_PROP_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Sesfikile BCI Property Fund" data-type="advanced">Sesfikile BCI Property
Fund</option>
<option class="fs-details" value="OM_SAQUOTPROPB4" data-code="OM_SAQUOTPROPB4" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual SA Quoted Property Fund" data-type="advanced">Old Mutual SA
Quoted Property Fund</option>
<option class="fs-details" value="OM_MOD_BAL_B1" data-code="OM_MOD_BAL_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Moderate Balanced Fund" data-type="advanced">Old Mutual Moderate
Balanced Fund</option>
<option class="fs-details" value="OM_DYN_FLOOR_B1" data-code="OM_DYN_FLOOR_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Dynamic Floor Fund" data-type="advanced">Old Mutual Dynamic
Floor Fund</option>
<option class="fs-details" value="OM_CORE_MOD_B1" data-code="OM_CORE_MOD_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Core Moderate Fund" data-type="advanced">Old Mutual Core Moderate
Fund</option>
<option class="fs-details" value="OM_BAL_TRCKR_B1" data-code="OM_BAL_TRCKR_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Core Balanced Fund" data-type="advanced">Old Mutual Core
Balanced Fund</option>
<option class="fs-details" value="OM_BAL_B1" data-code="OM_BAL_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Balanced Fund" data-type="easy">Old Mutual Balanced Fund</option>
<option class="fs-details" value="OM_ALB_BAL_B1" data-code="OM_ALB_BAL_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Albaraka Balanced Fund" data-type="advanced">Old Mutual Albaraka
Balanced Fund</option>
</optgroup>
<optgroup>
<option class="fs-details" value="OM_TOP_40_LIFE" data-code="OM_TOP_40_LIFE" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Top 40 Fund (LIFE)" data-type="easy">Old Mutual Top 40 Fund (LIFE)
</option>
<option class="fs-details" value="OM_RAF40_B1" data-code="OM_RAF40_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual RAFI 40 Index Fund" data-type="advanced">Old Mutual RAFI 40 Index Fund
</option>
<option class="fs-details" value="OM_MSCI_WRLD_B1" data-code="OM_MSCI_WRLD_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual MSCI World ESG Index Feeder Fund" data-type="advanced">Old Mutual
MSCI World ESG Index Feeder Fund</option>
<option class="fs-details" value="OM_MSCI_EMRG_B1" data-code="OM_MSCI_EMRG_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual MSCI Emerging Markets ESG Index Feeder Fund" data-type="advanced">
Old Mutual MSCI Emerging Markets ESG Index Feeder Fund</option>
<option class="fs-details" value="OM_ESG_EQUTY_B1" data-code="OM_ESG_EQUTY_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual ESG Equity Fund" data-type="advanced">Old Mutual ESG Equity Fund
</option>
<option class="fs-details" value="OM_MAX_RET_B1" data-code="OM_MAX_RET_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Maximum Return Fund" data-type="advanced">Old Mutual Maximum Return
Fund</option>
<option class="fs-details" value="OM_MNG_ALPEQ_B1" data-code="OM_MNG_ALPEQ_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Managed Alpha Equity Fund" data-type="advanced">Old Mutual Managed
Alpha Equity Fund</option>
<option class="fs-details" value="OM_INV_B1" data-code="OM_INV_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Investors Fund" data-type="advanced">Old Mutual Investors Fund</option>
<option class="fs-details" value="OM_GLOB_EQ_B1" data-code="OM_GLOB_EQ_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Global Equity Fund" data-type="advanced">Old Mutual Global Equity Fund
</option>
<option class="fs-details" value="OM_FTSERAFI_B1" data-code="OM_FTSERAFI_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual FTSE RAFI All World Index Feeder Fund" data-type="advanced">Old
Mutual FTSE RAFI All World Index Feeder Fund</option>
<option class="fs-details" value="OM_FLEX_B1" data-code="OM_FLEX_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Flexible Fund" data-type="advanced">Old Mutual Flexible Fund</option>
<option class="fs-details" value="OM_CAPSWIX_B1" data-code="OM_CAPSWIX_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Capped SWIX Index Fund" data-type="advanced">Old Mutual Capped SWIX
Index Fund</option>
<option class="fs-details" value="OM_ALB_EQUTY_B1" data-code="OM_ALB_EQUTY_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Albaraka Equity Fund" data-type="advanced">Old Mutual Albaraka
Equity Fund</option>
<option class="fs-details" value="MAZI_CAP_EQU_B2" data-code="MAZI_CAP_EQU_B2" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Mazi Asset Management Prime Equity Fund" data-type="advanced">Mazi Asset
Management Prime Equity Fund</option>
</optgroup>
</select>
</div>
<div class="ie8hide width100">
<div class="row">
<div class="col-xs-12 thesel col-md-12 pl0">
<label class="choose-fund-label"><strong>Choose</strong> fund</label><span class="fund-error"></span>
<div id="fund-select_0" class="fund-selector">
<div class="bot-desc"><a tabindex="-1" class="choose-fund"><span>LOW RISK GROWTH - Old Mutual Maximised Interest Fund (LIFE)</span><div><b></b></div></a>
<div class="fs-list">
<ul class="fund-ul">
<li>
<div class="fs-details" data-type="advanced" data-code="OM_STAB_GRO_B1" data-risk="LOW RISK GROWTH" data-name="Old Mutual Stable Growth Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="OM_STAB_GRO_B1" style="display: none;"></div>
</div><span class="fd-risk">LOW RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Stable Growth Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>2 - 3 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">3.99%</div>
<div class="third">8.14%</div>
<div class="third">7.14%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualStableGrowthFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>2 - 3 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">3.99%</div>
<div class="third">8.14%</div>
<div class="third">7.14%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualStableGrowthFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_REAL_INC_B1" data-risk="LOW RISK GROWTH" data-name="Old Mutual Real Income Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="OM_REAL_INC_B1" style="display: none;"></div>
</div><span class="fd-risk">LOW RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Real Income Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>1 - 2 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">8.83%</div>
<div class="third">7.54%</div>
<div class="third">6.58%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualRealIncomeFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>1 - 2 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">8.83%</div>
<div class="third">7.54%</div>
<div class="third">6.58%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualRealIncomeFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_MONEYMKT_B1" data-risk="LOW RISK GROWTH" data-name="Old Mutual Money Market Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="OM_MONEYMKT_B1" style="display: none;"></div>
</div><span class="fd-risk">LOW RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Money Market Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>0 - 1 Yr</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">8.18%</div>
<div class="third">5.75%</div>
<div class="third">5.99%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualMoneyMarketFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>0 - 1 Yr</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">8.18%</div>
<div class="third">5.75%</div>
<div class="third">5.99%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualMoneyMarketFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details active" data-type="easy" data-code="OM_MAX_INT" data-risk="LOW RISK GROWTH" data-name="Old Mutual Maximised Interest Fund (LIFE)" data-desc="">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px -14px;"><input
type="radio" name="reg-pay-funds_0_1" value="OM_MAX_INT" style="display: none;"></div>
</div><span class="fd-risk">LOW RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Maximised Interest Fund (LIFE)</span><span class="fs-desc"></span></div>
<a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>1 - 2 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">9.51%</div>
<div class="third">7.07%</div>
<div class="third">7.15%</div>
</div>
</td>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/personal-solutions/investments-and-savings/tax-free-plan/full-fund-list/ommaximisedinterestlifefund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>1 - 2 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">9.51%</div>
<div class="third">7.07%</div>
<div class="third">7.15%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/personal-solutions/investments-and-savings/tax-free-plan/full-fund-list/ommaximisedinterestlifefund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_ITRST_PLUSB1" data-risk="LOW RISK GROWTH" data-name="Old Mutual Interest Plus Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="OM_ITRST_PLUSB1" style="display: none;"></div>
</div><span class="fd-risk">LOW RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Interest Plus Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>1 - 2 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">8.67%</div>
<div class="third">6.06%</div>
<div class="third">6.18%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualInterestPlusFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>1 - 2 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">8.67%</div>
<div class="third">6.06%</div>
<div class="third">6.18%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualInterestPlusFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_CORE_CON_B1" data-risk="LOW RISK GROWTH" data-name="Old Mutual Core Conservative Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="OM_CORE_CON_B1" style="display: none;"></div>
</div><span class="fd-risk">LOW RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Core Conservative Fund</span><span class="fs-desc"></span></div>
<a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>2 - 3 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">8.52%</div>
<div class="third">8.70%</div>
<div class="third">8.45%</div>
</div>
</td>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/oldmutualcoreconservativefund.pdf?sfvrsn=70" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>2 - 3 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">8.52%</div>
<div class="third">8.70%</div>
<div class="third">8.45%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/oldmutualcoreconservativefund.pdf?sfvrsn=70" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="SA_BONDS" data-risk="LOW RISK GROWTH" data-name="Old Mutual Bond Fund (LIFE)" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="SA_BONDS" style="display: none;"></div>
</div><span class="fd-risk">LOW RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Bond Fund (LIFE)</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>1 - 2 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">5.53%</div>
<div class="third">6.54%</div>
<div class="third">7.13%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/FundCentre/FactSheet.aspx?trustNo=0906&fundType=LifeFund&fundName=Old%20Mutual%20Bond%20Fund%20(LIFE)" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>1 - 2 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">5.53%</div>
<div class="third">6.54%</div>
<div class="third">7.13%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/FundCentre/FactSheet.aspx?trustNo=0906&fundType=LifeFund&fundName=Old%20Mutual%20Bond%20Fund%20(LIFE)" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
</li>
<li>
<div class="fs-details" data-type="advanced" data-code="SES_BCI_PROP_B1" data-risk="MEDIUM RISK GROWTH" data-name="Sesfikile BCI Property Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="SES_BCI_PROP_B1" style="display: none;"></div>
</div><span class="fd-risk">MEDIUM RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Sesfikile BCI Property Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>5 - 7 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">15.87%</div>
<div class="third">16.42%</div>
<div class="third">0.96%</div>
</div>
</td>
<td><a href="http://sesfikilecapital.com/our-funds/" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a></td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>5 - 7 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">15.87%</div>
<div class="third">16.42%</div>
<div class="third">0.96%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td><a href="http://sesfikilecapital.com/our-funds/" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a></td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_SAQUOTPROPB4" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual SA Quoted Property Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="OM_SAQUOTPROPB4" style="display: none;"></div>
</div><span class="fd-risk">MEDIUM RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual SA Quoted Property Fund</span><span class="fs-desc"></span></div>
<a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>5 - 7 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">16.47%</div>
<div class="third">16.73%</div>
<div class="third">0.91%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualSAQuotedPropertyFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>5 - 7 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">16.47%</div>
<div class="third">16.73%</div>
<div class="third">0.91%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualSAQuotedPropertyFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_MOD_BAL_B1" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Moderate Balanced Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="OM_MOD_BAL_B1" style="display: none;"></div>
</div><span class="fd-risk">MEDIUM RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Moderate Balanced Fund</span><span class="fs-desc"></span></div>
<a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>3 - 5 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">4.00%</div>
<div class="third">8.91%</div>
<div class="third">7.38%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualModerateBalancedFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>3 - 5 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">4.00%</div>
<div class="third">8.91%</div>
<div class="third">7.38%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualModerateBalancedFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_DYN_FLOOR_B1" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Dynamic Floor Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="OM_DYN_FLOOR_B1" style="display: none;"></div>
</div><span class="fd-risk">MEDIUM RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Dynamic Floor Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>5 - 7 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">3.75%</div>
<div class="third">5.51%</div>
<div class="third">5.59%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualDynamicFloorFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>5 - 7 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">3.75%</div>
<div class="third">5.51%</div>
<div class="third">5.59%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualDynamicFloorFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_CORE_MOD_B1" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Core Moderate Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="OM_CORE_MOD_B1" style="display: none;"></div>
</div><span class="fd-risk">MEDIUM RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Core Moderate Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>3 - 5 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">7.60%</div>
<div class="third">9.45%</div>
<div class="third">8.62%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualCoreModerateFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>3 - 5 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">7.60%</div>
<div class="third">9.45%</div>
<div class="third">8.62%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualCoreModerateFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_BAL_TRCKR_B1" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Core Balanced Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="OM_BAL_TRCKR_B1" style="display: none;"></div>
</div><span class="fd-risk">MEDIUM RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Core Balanced Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>5 - 7 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">9.71%</div>
<div class="third">11.24%</div>
<div class="third">9.37%</div>
</div>
</td>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/oldmutualcorebalancedfund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>5 - 7 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">9.71%</div>
<div class="third">11.24%</div>
<div class="third">9.37%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/oldmutualcorebalancedfund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="easy" data-code="OM_BAL_B1" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Balanced Fund" data-desc="">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="OM_BAL_B1" style="display: none;"></div>
</div><span class="fd-risk">MEDIUM RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Balanced Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>5 - 7 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">4.89%</div>
<div class="third">9.83%</div>
<div class="third">8.47%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualBalancedFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>5 - 7 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">4.89%</div>
<div class="third">9.83%</div>
<div class="third">8.47%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualBalancedFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_ALB_BAL_B1" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Albaraka Balanced Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="OM_ALB_BAL_B1" style="display: none;"></div>
</div><span class="fd-risk">MEDIUM RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Albaraka Balanced Fund</span><span class="fs-desc"></span></div>
<a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>5 - 7 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">7.32%</div>
<div class="third">9.52%</div>
<div class="third">8.48%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OMAlbarakaBalancedFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>5 - 7 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">7.32%</div>
<div class="third">9.52%</div>
<div class="third">8.48%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OMAlbarakaBalancedFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
</li>
<li>
<div class="fs-details" data-type="easy" data-code="OM_TOP_40_LIFE" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Top 40 Fund (LIFE)" data-desc="">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="OM_TOP_40_LIFE" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Top 40 Fund (LIFE)</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-4.82%</div>
<div class="third">9.73%</div>
<div class="third">11.25%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/personal-solutions/investments-and-savings/tax-free-plan/full-fund-list/OldMutualTop40LifeFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-4.82%</div>
<div class="third">9.73%</div>
<div class="third">11.25%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/personal-solutions/investments-and-savings/tax-free-plan/full-fund-list/OldMutualTop40LifeFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_RAF40_B1" data-risk="HIGH RISK GROWTH" data-name="Old Mutual RAFI 40 Index Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="OM_RAF40_B1" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual RAFI 40 Index Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-7.48%</div>
<div class="third">14.28%</div>
<div class="third">9.70%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualRAFI40TrackerFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-7.48%</div>
<div class="third">14.28%</div>
<div class="third">9.70%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualRAFI40TrackerFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_MSCI_WRLD_B1" data-risk="HIGH RISK GROWTH" data-name="Old Mutual MSCI World ESG Index Feeder Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="OM_MSCI_WRLD_B1" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual MSCI World ESG Index Feeder Fund</span><span class="fs-desc"></span></div>
<a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">30.50%</div>
<div class="third">16.31%</div>
<div class="third">19.41%</div>
</div>
</td>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualMSCIWorldESGIndexFeederFundA.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">30.50%</div>
<div class="third">16.31%</div>
<div class="third">19.41%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualMSCIWorldESGIndexFeederFundA.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_MSCI_EMRG_B1" data-risk="HIGH RISK GROWTH" data-name="Old Mutual MSCI Emerging Markets ESG Index Feeder Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="OM_MSCI_EMRG_B1" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual MSCI Emerging Markets ESG Index Feeder Fund</span><span class="fs-desc"></span></div>
<a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">0.21%</div>
<div class="third">-4.41%</div>
<div class="third">6.04%</div>
</div>
</td>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualMSCIEmergingMarketsESGIndexFeederFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">0.21%</div>
<div class="third">-4.41%</div>
<div class="third">6.04%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualMSCIEmergingMarketsESGIndexFeederFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_ESG_EQUTY_B1" data-risk="HIGH RISK GROWTH" data-name="Old Mutual ESG Equity Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="OM_ESG_EQUTY_B1" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual ESG Equity Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-5.24%</div>
<div class="third">8.45%</div>
<div class="third">N/A%</div>
</div>
</td>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualESGEquityFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-5.24%</div>
<div class="third">8.45%</div>
<div class="third">N/A%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualESGEquityFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_MAX_RET_B1" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Maximum Return Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="OM_MAX_RET_B1" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Maximum Return Fund</span><span class="fs-desc"></span></div>
<a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">8.33%</div>
<div class="third">9.46%</div>
<div class="third">10.02%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OMMaximumReturnFoF.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">8.33%</div>
<div class="third">9.46%</div>
<div class="third">10.02%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OMMaximumReturnFoF.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_MNG_ALPEQ_B1" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Managed Alpha Equity Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="OM_MNG_ALPEQ_B1" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Managed Alpha Equity Fund</span><span class="fs-desc"></span></div>
<a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>7 - 10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-6.60%</div>
<div class="third">7.29%</div>
<div class="third">5.78%</div>
</div>
</td>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OMManagedAlphaEquityFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>7 - 10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-6.60%</div>
<div class="third">7.29%</div>
<div class="third">5.78%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OMManagedAlphaEquityFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_INV_B1" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Investors Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="OM_INV_B1" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Investors Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>7 - 10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-4.72%</div>
<div class="third">10.57%</div>
<div class="third">5.36%</div>
</div>
</td>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualInvestorsFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>7 - 10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-4.72%</div>
<div class="third">10.57%</div>
<div class="third">5.36%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualInvestorsFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_GLOB_EQ_B1" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Global Equity Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="OM_GLOB_EQ_B1" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Global Equity Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>7 - 10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">29.15%</div>
<div class="third">16.72%</div>
<div class="third">18.38%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualGlobalEquityFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>7 - 10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">29.15%</div>
<div class="third">16.72%</div>
<div class="third">18.38%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualGlobalEquityFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_FTSERAFI_B1" data-risk="HIGH RISK GROWTH" data-name="Old Mutual FTSE RAFI All World Index Feeder Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="OM_FTSERAFI_B1" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual FTSE RAFI All World Index Feeder Fund</span><span class="fs-desc"></span></div>
<a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">17.67%</div>
<div class="third">15.28%</div>
<div class="third">15.07%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualGlobal-FTSE-RAFI-Fund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">17.67%</div>
<div class="third">15.28%</div>
<div class="third">15.07%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualGlobal-FTSE-RAFI-Fund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_FLEX_B1" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Flexible Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="OM_FLEX_B1" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Flexible Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>7 - 10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">3.19%</div>
<div class="third">11.11%</div>
<div class="third">8.92%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualFlexibleFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>7 - 10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">3.19%</div>
<div class="third">11.11%</div>
<div class="third">8.92%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualFlexibleFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_CAPSWIX_B1" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Capped SWIX Index Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="OM_CAPSWIX_B1" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Capped SWIX Index Fund</span><span class="fs-desc"></span></div>
<a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>7 - 10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-3.13%</div>
<div class="third">9.87%</div>
<div class="third">7.07%</div>
</div>
</td>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualCappedSwixIndexFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>7 - 10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-3.13%</div>
<div class="third">9.87%</div>
<div class="third">7.07%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualCappedSwixIndexFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_ALB_EQUTY_B1" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Albaraka Equity Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="OM_ALB_EQUTY_B1" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Albaraka Equity Fund</span><span class="fs-desc"></span></div>
<a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>7 - 10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">2.41%</div>
<div class="third">10.70%</div>
<div class="third">8.71%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OMAlbarakaEquityFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>7 - 10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">2.41%</div>
<div class="third">10.70%</div>
<div class="third">8.71%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OMAlbarakaEquityFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="MAZI_CAP_EQU_B2" data-risk="HIGH RISK GROWTH" data-name="Mazi Asset Management Prime Equity Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="reg-pay-funds_0_1" value="MAZI_CAP_EQU_B2" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Mazi Asset Management Prime Equity Fund</span><span class="fs-desc"></span></div>
<a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-9.83%</div>
<div class="third">9.06%</div>
<div class="third">4.67%</div>
</div>
</td>
<td><a href="http://www.mazi.co.za/products/fact-sheets/" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a></td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-9.83%</div>
<div class="third">9.06%</div>
<div class="third">4.67%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td><a href="http://www.mazi.co.za/products/fact-sheets/" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a></td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
</li>
<li>
<p class="hide">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p><span class="fs-more-options hide">MORE
OPTIONS?</span><a href="javascript:void(0)" class="fs-view-afs">View Advanced Fund Picker <span class="fs-desc-bot">(For experienced investors)</span></a>
</li>
</ul>
</div>
</div>
</div>
<div class="fs-sub-desc"></div>
</div>
<div class="fund-split">
<div class="splitinp col-md-1 col-sm-3 col-xs-4 col-xs-offset-4 col-sm-offset-6 col-md-offset-0 hide">
<label>% SPLIT</label>
<div class="splithol">
<input class="perc-fund-amount form-control" id="perc-reg-amount_0_1" max="100" maxlength="3" min="0" name="perc-reg-amount_0_1" onfocus="this.select();" onmouseup="return false;" pattern="[0-9]{3}" required="required"
type="number" value="0" aria-required="true">
</div>
</div>
<div class="splitval col-md-1 col-sm-3 col-xs-4 pl0 pr0 hide">
<label>VALUE</label>
<span class="clearfix width100 calcamR">500</span>
<input title="You must invest a minimum of R 100 in each fund." style="color:white;padding:-10px; padding-top: 1px;" class="calcamR fund-amount form-control reg-amount" name="reg-amount_0_1" type="number" min="100"
value="" required="required" aria-required="true" id="reg-amount_0_1">
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<input id="Order_OrderProductList_0__DisclaimerList_0__OrderProductId" name="Order.OrderProductList[0].DisclaimerList[0].OrderProductId" type="hidden" value="0"><input id="Order_OrderProductList_0__DisclaimerList_0__Id"
name="Order.OrderProductList[0].DisclaimerList[0].Id" type="hidden" value="0"><input id="Order_OrderProductList_0__DisclaimerList_0__DisclaimerTypeId" name="Order.OrderProductList[0].DisclaimerList[0].DisclaimerTypeId" type="hidden"
value="1004">
<div class="bottom-boxed-sub-content clearfix">
<div class="notSingle row">
<div>
<div class="col-md-4 mpl0 no-padding">
<a href="#" id="add-fund_dr_0" class="add-fund p0 bold"><span class="plus">+</span> ADD ANOTHER FUND</a>
<a href="#" id="add-fund_hr_0" class="add-fund col-sm-6 col-xs-5 p0 handheld"><span class="plus">+</span> ADD FUND</a>
</div>
<div class="col-md-8 mpr0 no-padding">
<div class="tot-mon">
<div class="notSingle">
<h3 style="display: none;">
<div class="pull-right align-tot-mon exclude">
<span class="group-tot exclude"><strong>TOTALS:</strong></span>
<div class="input-group exclude">
<span class="total-amount-span exclude" max="100" min="100">0</span>
<span class="input-group-addon pull-right exclude">%</span>
<input type="hidden" class="hide total-percent exclude valid" name="total-percent" value="100" min="100" max="100" title="Please enter a percentage that equals 100%">
<input type="hidden" class="total-amount hide exclude" size="3" step="1" readonly="" id="reg-total_0" name="reg-total_0" value="0">
</div>
<div class="input-group totals-amount exclude">
<span class="r-prefix exclude">R</span>
<span class="a-suffix exclude">500</span>
</div>
</div>
</h3>
</div>
</div>
</div>
</div>
<div class="clearfix"></div>
<div class="checkbox small col-md-12 col-sm-6 col-xs-7 col-xs-offset-5 col-sm-offset-6 col-md-offset-0 split-fund p0 m0 invisible">
<div class="styledCheckbox" style="background-image: url("/content/images/CheckAndRadioButtons/checkbox-sprite.svg"); width: 14px; height: 14px; cursor: pointer; background-position: 0px -14px;"><input checked="checked"
id="split-fund" name="Order.OrderProductList[0].DisclaimerList[0].Accepted" type="checkbox" value="true" style="display: none;"></div><input name="Order.OrderProductList[0].DisclaimerList[0].Accepted" type="hidden"
value="false">
<label for="Order.OrderProductList[0].DisclaimerList[0].Accepted">Split evenly across funds</label>
</div>
</div>
</div>
<div class="clearfix"></div>
</div>
<div class="clearfix"></div>
<div class="errorSummaryDiv" style="display: none;">
<div class="errorsDiv">
<span class="error-icon"></span>
<div class="error1"></div>
<div class="error2"></div>
<div class="error3"></div>
<div class="error4"></div>
<div class="error5"></div>
<div class="error6"></div>
<div class="errorTop"></div>
<div class="errorBot"></div>
</div>
</div>
</div>
<script language="javascript" type="text/javascript">
$(document).ready(function() {
$("#DebitOrderStartDate").inputmask('99/99/9999');
});
</script>
</div>
</div>
<div class="inner-content--top-border-light alreadyOwn clearfix">
<input id="Order_OrderProductList_0__PremiumScheduleList_1__PaymentMethodCode" name="Order.OrderProductList[0].PremiumScheduleList[1].PaymentMethodCode" type="hidden" value="Lumpsum">
<input id="Order_OrderProductList_0__PremiumScheduleList_1__DueDay" name="Order.OrderProductList[0].PremiumScheduleList[1].DueDay" type="hidden" value="1"><input id="Order_OrderProductList_0__PremiumScheduleList_1__EndDate"
name="Order.OrderProductList[0].PremiumScheduleList[1].EndDate" type="hidden" value="01/02/2034 01:20:41 PM">
<div class="notSingle alreadyOwn">
<script src="/Scripts/Shopper/inputmaskplugin.js"></script>
<input id="LumpsumMax" name="LumpsumMax" type="hidden" value="36000">
<div class="fund_section clearfix">
<div class="lump-pay-check col-md-12">
<a name="product-details-lump"></a>
<div class="checkbox col-xs-12">
<div class="row">
<div class="inner-content-green-pay">
<div class="lump_pay_check styledCheckbox" style="background-image: url("/content/images/CheckAndRadioButtons/checkbox-sprite.svg"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="checkbox" id="lump_pay_0" class="lump_pay_check" name="lump-pay-on_0" style="display: none;"></div><label>LUMP SUM PAYMENT</label>
<br>
<p>A lump sum payment is a once off payment and it will be debited from your account on the date you select. Invest anything between R5000 and R36000.</p>
</div>
</div>
</div>
<div class="color_kidnapper_approx-bg col-lg-11 col-xs-12 boxed-sub-content no-padding mt10" style="display: none;">
<div class="inner-content--top-border clearfix">
<div class="lump-pay col-md-4 col-sm-6 col-xs-12">
<label>Amount</label>
<div class="input-group grinput mt15">
<input id="lumpSumAmount_0" name="Order.OrderProductList[0].PremiumScheduleList[1].Value" type="number" value="1000" class="calcAmnt lumpAmt">
</div>
<div class="lump-AmtRequired hide">
<p>Amount is required</p>
</div>
</div>
<div class="lump-pay col-md-5 col-sm-6 col-xs-12">
<label>Debit Order Payment Date</label>
<div class="input-group grinput mt15">
<span class="Zebra_DatePicker_Icon_Wrapper" style="display: inline-block; position: relative; float: none; inset: 0px;"><input class="debitdate debitorderdatepicker DebitOrderPaymentDatelump" autocomplete="off"
id="DebitOrderPaymentDate" maxlength="10" minlength="10" name="Order.OrderProductList[0].PremiumScheduleList[1].StartDate" onchange="DebitOrderPaymentDateFormated()" placeholder="DD/MM/YYYY eg 25/01/2021" size="10"
style="padding-top: 2%; padding-bottom: 2%; font-size: 110%; position: relative; inset: auto;" type="text" value=""><button type="button" class="Zebra_DatePicker_Icon Zebra_DatePicker_Icon_Inside"
style="top: 7.5px; left: 241.25px;" id="1">Pick a date</button></span>
<span class="datecal"></span>
<div id="divErrorpayment" class="error-msg" style="color:red;padding-top:3%">
</div>
</div>
</div>
<div class="clearfix"></div>
<div class=""></div>
</div>
</div>
<input class="lumpProdType" id="lumpProdType" name="lumpProdType" type="hidden" value="TFSA">
<div class="clearfix"></div>
<div class="lumpsumDate-error" id="lumpsumDate-errorDiv-TFSA"></div>
<div class="lumpsumDate-errorDiv" id="lumpsum-errorDiv-TFSA"></div>
<div class="col-lg-11 col-xs-12 hide" id="overflow-lumpsum">
<div class="col-md-12 mt20">
<p>The maximum amount you can invest in a tax year in your Tax Free Plan is R<span id="premiumGrossValueTaxSeasonMaximum-lumpsum"></span></p>
<p id="overflowWithContributions-lumpsum" class="hide">With the contributions already made, the maximum amount you can invest in your Tax Free Plan is R<span id="premiumGrossValueTaxSeasonAvailable-lumpsum"></span>.</p>
</div>
<div class="col-md-12">
<div class="col-md-9 pl0 pr0">
<p><strong>Would you like to invest the difference of R<span id="overflowAmount-lumpsum"></span> into a Flexible Plan?</strong></p>
</div>
<div class="col-md-3">
<div class="mb0 fd-line row ">
<div class="col-md-6 ">
<div class="widht100">
<div class="radio pretty">
<div class="overFlowTFSA styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
class="overFlowTFSA" id="saveTFSA-Lumpsum" name="OverFlowTFSA" type="radio" value="Yes" style="display: none;"></div>
</div>
<label>YES</label>
</div>
</div>
<div class="col-md-6 ">
<div class="minorDetails">
<div class="widht100">
<div class="radio pretty">
<div class="overFlowTFSA styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
class="overFlowTFSA" id="overFlowLumpTFSA" name="OverFlowTFSA" type="radio" value="No" style="display: none;"></div>
</div>
<label>NO</label>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="lump-pay-funds lump-pay-funds_0_0 fund-type col-xs-12" id="lump-pay-funds_0" style="display: none;">
<div class="funds row">
<div class="fund color_wild_sand_approx-bg col-xs-12 pt25 pb25 pl25 pr25 col-xs-12 boxed-sub-content" data-fund-id="0">
<div class="notSingle row clearfix">
<a href="#" class="remove-fund" style="display: none;"></a>
<div class="fund-bot col-xs-12">
<div class="hide-me-box"> Please choose a fund<br>
<select id="fund-select_0" class="fund-select" data-placeholder="SELECT" data-select-id="0">
<option value=""></option>
<optgroup>
<option class="fs-details" value="OM_STAB_GRO_B1" data-code="OM_STAB_GRO_B1" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Stable Growth Fund" data-type="advanced">Old Mutual Stable Growth
Fund</option>
<option class="fs-details" value="OM_REAL_INC_B1" data-code="OM_REAL_INC_B1" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Real Income Fund" data-type="advanced">Old Mutual Real Income Fund
</option>
<option class="fs-details" value="OM_MONEYMKT_B1" data-code="OM_MONEYMKT_B1" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Money Market Fund" data-type="advanced">Old Mutual Money Market Fund
</option>
<option class="fs-details" value="OM_MAX_INT" data-code="OM_MAX_INT" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Maximised Interest Fund (LIFE)" data-type="easy">Old Mutual Maximised
Interest Fund (LIFE)</option>
<option class="fs-details" value="OM_ITRST_PLUSB1" data-code="OM_ITRST_PLUSB1" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Interest Plus Fund" data-type="advanced">Old Mutual Interest Plus
Fund</option>
<option class="fs-details" value="OM_CORE_CON_B1" data-code="OM_CORE_CON_B1" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Core Conservative Fund" data-type="advanced">Old Mutual Core
Conservative Fund</option>
<option class="fs-details" value="SA_BONDS" data-code="SA_BONDS" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Bond Fund (LIFE)" data-type="advanced">Old Mutual Bond Fund (LIFE)</option>
</optgroup>
<optgroup>
<option class="fs-details" value="SES_BCI_PROP_B1" data-code="SES_BCI_PROP_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Sesfikile BCI Property Fund" data-type="advanced">Sesfikile BCI Property
Fund</option>
<option class="fs-details" value="OM_SAQUOTPROPB4" data-code="OM_SAQUOTPROPB4" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual SA Quoted Property Fund" data-type="advanced">Old Mutual SA
Quoted Property Fund</option>
<option class="fs-details" value="OM_MOD_BAL_B1" data-code="OM_MOD_BAL_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Moderate Balanced Fund" data-type="advanced">Old Mutual Moderate
Balanced Fund</option>
<option class="fs-details" value="OM_DYN_FLOOR_B1" data-code="OM_DYN_FLOOR_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Dynamic Floor Fund" data-type="advanced">Old Mutual Dynamic
Floor Fund</option>
<option class="fs-details" value="OM_CORE_MOD_B1" data-code="OM_CORE_MOD_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Core Moderate Fund" data-type="advanced">Old Mutual Core Moderate
Fund</option>
<option class="fs-details" value="OM_BAL_TRCKR_B1" data-code="OM_BAL_TRCKR_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Core Balanced Fund" data-type="advanced">Old Mutual Core
Balanced Fund</option>
<option class="fs-details" value="OM_BAL_B1" data-code="OM_BAL_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Balanced Fund" data-type="easy">Old Mutual Balanced Fund</option>
<option class="fs-details" value="OM_ALB_BAL_B1" data-code="OM_ALB_BAL_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Albaraka Balanced Fund" data-type="advanced">Old Mutual Albaraka
Balanced Fund</option>
</optgroup>
<optgroup>
<option class="fs-details" value="OM_TOP_40_LIFE" data-code="OM_TOP_40_LIFE" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Top 40 Fund (LIFE)" data-type="easy">Old Mutual Top 40 Fund (LIFE)
</option>
<option class="fs-details" value="OM_RAF40_B1" data-code="OM_RAF40_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual RAFI 40 Index Fund" data-type="advanced">Old Mutual RAFI 40 Index Fund
</option>
<option class="fs-details" value="OM_MSCI_WRLD_B1" data-code="OM_MSCI_WRLD_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual MSCI World ESG Index Feeder Fund" data-type="advanced">Old Mutual
MSCI World ESG Index Feeder Fund</option>
<option class="fs-details" value="OM_MSCI_EMRG_B1" data-code="OM_MSCI_EMRG_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual MSCI Emerging Markets ESG Index Feeder Fund" data-type="advanced">
Old Mutual MSCI Emerging Markets ESG Index Feeder Fund</option>
<option class="fs-details" value="OM_ESG_EQUTY_B1" data-code="OM_ESG_EQUTY_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual ESG Equity Fund" data-type="advanced">Old Mutual ESG Equity Fund
</option>
<option class="fs-details" value="OM_MAX_RET_B1" data-code="OM_MAX_RET_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Maximum Return Fund" data-type="advanced">Old Mutual Maximum Return
Fund</option>
<option class="fs-details" value="OM_MNG_ALPEQ_B1" data-code="OM_MNG_ALPEQ_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Managed Alpha Equity Fund" data-type="advanced">Old Mutual Managed
Alpha Equity Fund</option>
<option class="fs-details" value="OM_INV_B1" data-code="OM_INV_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Investors Fund" data-type="advanced">Old Mutual Investors Fund</option>
<option class="fs-details" value="OM_GLOB_EQ_B1" data-code="OM_GLOB_EQ_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Global Equity Fund" data-type="advanced">Old Mutual Global Equity Fund
</option>
<option class="fs-details" value="OM_FTSERAFI_B1" data-code="OM_FTSERAFI_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual FTSE RAFI All World Index Feeder Fund" data-type="advanced">Old
Mutual FTSE RAFI All World Index Feeder Fund</option>
<option class="fs-details" value="OM_FLEX_B1" data-code="OM_FLEX_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Flexible Fund" data-type="advanced">Old Mutual Flexible Fund</option>
<option class="fs-details" value="OM_CAPSWIX_B1" data-code="OM_CAPSWIX_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Capped SWIX Index Fund" data-type="advanced">Old Mutual Capped SWIX
Index Fund</option>
<option class="fs-details" value="OM_ALB_EQUTY_B1" data-code="OM_ALB_EQUTY_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Albaraka Equity Fund" data-type="advanced">Old Mutual Albaraka
Equity Fund</option>
<option class="fs-details" value="MAZI_CAP_EQU_B2" data-code="MAZI_CAP_EQU_B2" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Mazi Asset Management Prime Equity Fund" data-type="advanced">Mazi Asset
Management Prime Equity Fund</option>
</optgroup>
</select>
</div>
<div class="ie8hide width100">
<div class="row">
<div class="col-xs-12 thesel col-md-12 pl0">
<label class="choose-fund-label"><strong>Choose</strong> fund</label><span class="fund-error"></span>
<div id="fund-select_0" class="fund-selector">
<div class="bot-desc">
</div>
</div>
<div class="fs-sub-desc"></div>
</div>
<div class="fund-split">
<div class="splitinp col-md-1 col-sm-3 col-xs-4 col-xs-offset-4 col-sm-offset-6 col-md-offset-0 hide">
<label>% SPLIT</label>
<div class="splithol">
<input class="perc-fund-amount form-control" id="perc-lump-pay-amount" max="100" maxlength="3" min="0" name="perc-lump-pay-amount" onfocus="this.select();" onmouseup="return false;" pattern="[0-9]{3}"
required="required" type="number" value="0" aria-required="true">
</div>
</div>
<div class="splitval col-md-1 col-sm-3 col-xs-4 pl0 pr0 hide">
<label>VALUE</label>
<span class="clearfix width100 calcamR">1000</span>
<input title="You must invest a minimum of R 100 in each fund." style="color:white;padding:-10px; padding-top: 1px;" class="calcamR fund-amount form-control lump-pay-amount" name="lump-pay-amount" type="number" min="100"
value="" required="required" aria-required="true">
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="fund color_wild_sand_approx-bg col-xs-12 pt25 pb25 pl25 pr25 col-xs-12 boxed-sub-content" data-fund-id="1">
<div class="notSingle row clearfix">
<a href="#" class="remove-fund" style="display: none;"></a>
<div class="fund-bot col-xs-12">
<div class="hide-me-box"> Please choose a fund<br>
<select id="fund-select_0" class="fund-select" data-placeholder="SELECT" data-select-id="0">
<option value=""></option>
<optgroup>
<option class="fs-details" value="OM_STAB_GRO_B1" data-code="OM_STAB_GRO_B1" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Stable Growth Fund" data-type="advanced">Old Mutual Stable Growth
Fund</option>
<option class="fs-details" value="OM_REAL_INC_B1" data-code="OM_REAL_INC_B1" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Real Income Fund" data-type="advanced">Old Mutual Real Income Fund
</option>
<option class="fs-details" value="OM_MONEYMKT_B1" data-code="OM_MONEYMKT_B1" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Money Market Fund" data-type="advanced">Old Mutual Money Market Fund
</option>
<option class="fs-details" value="OM_MAX_INT" data-code="OM_MAX_INT" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Maximised Interest Fund (LIFE)" data-type="easy">Old Mutual Maximised
Interest Fund (LIFE)</option>
<option class="fs-details" value="OM_ITRST_PLUSB1" data-code="OM_ITRST_PLUSB1" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Interest Plus Fund" data-type="advanced">Old Mutual Interest Plus
Fund</option>
<option class="fs-details" value="OM_CORE_CON_B1" data-code="OM_CORE_CON_B1" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Core Conservative Fund" data-type="advanced">Old Mutual Core
Conservative Fund</option>
<option class="fs-details" value="SA_BONDS" data-code="SA_BONDS" data-desc="" data-more="" data-risk="LOW RISK GROWTH" data-name="Old Mutual Bond Fund (LIFE)" data-type="advanced">Old Mutual Bond Fund (LIFE)</option>
</optgroup>
<optgroup>
<option class="fs-details" value="SES_BCI_PROP_B1" data-code="SES_BCI_PROP_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Sesfikile BCI Property Fund" data-type="advanced">Sesfikile BCI Property
Fund</option>
<option class="fs-details" value="OM_SAQUOTPROPB4" data-code="OM_SAQUOTPROPB4" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual SA Quoted Property Fund" data-type="advanced">Old Mutual SA
Quoted Property Fund</option>
<option class="fs-details" value="OM_MOD_BAL_B1" data-code="OM_MOD_BAL_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Moderate Balanced Fund" data-type="advanced">Old Mutual Moderate
Balanced Fund</option>
<option class="fs-details" value="OM_DYN_FLOOR_B1" data-code="OM_DYN_FLOOR_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Dynamic Floor Fund" data-type="advanced">Old Mutual Dynamic
Floor Fund</option>
<option class="fs-details" value="OM_CORE_MOD_B1" data-code="OM_CORE_MOD_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Core Moderate Fund" data-type="advanced">Old Mutual Core Moderate
Fund</option>
<option class="fs-details" value="OM_BAL_TRCKR_B1" data-code="OM_BAL_TRCKR_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Core Balanced Fund" data-type="advanced">Old Mutual Core
Balanced Fund</option>
<option class="fs-details" value="OM_BAL_B1" data-code="OM_BAL_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Balanced Fund" data-type="easy">Old Mutual Balanced Fund</option>
<option class="fs-details" value="OM_ALB_BAL_B1" data-code="OM_ALB_BAL_B1" data-desc="" data-more="" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Albaraka Balanced Fund" data-type="advanced">Old Mutual Albaraka
Balanced Fund</option>
</optgroup>
<optgroup>
<option class="fs-details" value="OM_TOP_40_LIFE" data-code="OM_TOP_40_LIFE" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Top 40 Fund (LIFE)" data-type="easy">Old Mutual Top 40 Fund (LIFE)
</option>
<option class="fs-details" value="OM_RAF40_B1" data-code="OM_RAF40_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual RAFI 40 Index Fund" data-type="advanced">Old Mutual RAFI 40 Index Fund
</option>
<option class="fs-details" value="OM_MSCI_WRLD_B1" data-code="OM_MSCI_WRLD_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual MSCI World ESG Index Feeder Fund" data-type="advanced">Old Mutual
MSCI World ESG Index Feeder Fund</option>
<option class="fs-details" value="OM_MSCI_EMRG_B1" data-code="OM_MSCI_EMRG_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual MSCI Emerging Markets ESG Index Feeder Fund" data-type="advanced">
Old Mutual MSCI Emerging Markets ESG Index Feeder Fund</option>
<option class="fs-details" value="OM_ESG_EQUTY_B1" data-code="OM_ESG_EQUTY_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual ESG Equity Fund" data-type="advanced">Old Mutual ESG Equity Fund
</option>
<option class="fs-details" value="OM_MAX_RET_B1" data-code="OM_MAX_RET_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Maximum Return Fund" data-type="advanced">Old Mutual Maximum Return
Fund</option>
<option class="fs-details" value="OM_MNG_ALPEQ_B1" data-code="OM_MNG_ALPEQ_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Managed Alpha Equity Fund" data-type="advanced">Old Mutual Managed
Alpha Equity Fund</option>
<option class="fs-details" value="OM_INV_B1" data-code="OM_INV_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Investors Fund" data-type="advanced">Old Mutual Investors Fund</option>
<option class="fs-details" value="OM_GLOB_EQ_B1" data-code="OM_GLOB_EQ_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Global Equity Fund" data-type="advanced">Old Mutual Global Equity Fund
</option>
<option class="fs-details" value="OM_FTSERAFI_B1" data-code="OM_FTSERAFI_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual FTSE RAFI All World Index Feeder Fund" data-type="advanced">Old
Mutual FTSE RAFI All World Index Feeder Fund</option>
<option class="fs-details" value="OM_FLEX_B1" data-code="OM_FLEX_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Flexible Fund" data-type="advanced">Old Mutual Flexible Fund</option>
<option class="fs-details" value="OM_CAPSWIX_B1" data-code="OM_CAPSWIX_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Capped SWIX Index Fund" data-type="advanced">Old Mutual Capped SWIX
Index Fund</option>
<option class="fs-details" value="OM_ALB_EQUTY_B1" data-code="OM_ALB_EQUTY_B1" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Albaraka Equity Fund" data-type="advanced">Old Mutual Albaraka
Equity Fund</option>
<option class="fs-details" value="MAZI_CAP_EQU_B2" data-code="MAZI_CAP_EQU_B2" data-desc="" data-more="" data-risk="HIGH RISK GROWTH" data-name="Mazi Asset Management Prime Equity Fund" data-type="advanced">Mazi Asset
Management Prime Equity Fund</option>
</optgroup>
</select>
</div>
<div class="ie8hide width100">
<div class="row">
<div class="col-xs-12 thesel col-md-12 pl0">
<label class="choose-fund-label"><strong>Choose</strong> fund</label><span class="fund-error"></span>
<div id="fund-select_0" class="fund-selector">
<div class="bot-desc"><a tabindex="-1" class="choose-fund"><span>LOW RISK GROWTH - Old Mutual Maximised Interest Fund (LIFE)</span><div><b></b></div></a>
<div class="fs-list">
<ul class="fund-ul">
<li>
<div class="fs-details" data-type="advanced" data-code="OM_STAB_GRO_B1" data-risk="LOW RISK GROWTH" data-name="Old Mutual Stable Growth Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="OM_STAB_GRO_B1" style="display: none;"></div>
</div><span class="fd-risk">LOW RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Stable Growth Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>2 - 3 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">3.99%</div>
<div class="third">8.14%</div>
<div class="third">7.14%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualStableGrowthFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>2 - 3 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">3.99%</div>
<div class="third">8.14%</div>
<div class="third">7.14%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualStableGrowthFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_REAL_INC_B1" data-risk="LOW RISK GROWTH" data-name="Old Mutual Real Income Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="OM_REAL_INC_B1" style="display: none;"></div>
</div><span class="fd-risk">LOW RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Real Income Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>1 - 2 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">8.83%</div>
<div class="third">7.54%</div>
<div class="third">6.58%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualRealIncomeFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>1 - 2 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">8.83%</div>
<div class="third">7.54%</div>
<div class="third">6.58%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualRealIncomeFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_MONEYMKT_B1" data-risk="LOW RISK GROWTH" data-name="Old Mutual Money Market Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="OM_MONEYMKT_B1" style="display: none;"></div>
</div><span class="fd-risk">LOW RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Money Market Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>0 - 1 Yr</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">8.18%</div>
<div class="third">5.75%</div>
<div class="third">5.99%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualMoneyMarketFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>0 - 1 Yr</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">8.18%</div>
<div class="third">5.75%</div>
<div class="third">5.99%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualMoneyMarketFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details active" data-type="easy" data-code="OM_MAX_INT" data-risk="LOW RISK GROWTH" data-name="Old Mutual Maximised Interest Fund (LIFE)" data-desc="">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px -14px;"><input
type="radio" name="lump-pay-funds_0_1" value="OM_MAX_INT" style="display: none;"></div>
</div><span class="fd-risk">LOW RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Maximised Interest Fund (LIFE)</span><span class="fs-desc"></span></div>
<a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>1 - 2 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">9.51%</div>
<div class="third">7.07%</div>
<div class="third">7.15%</div>
</div>
</td>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/personal-solutions/investments-and-savings/tax-free-plan/full-fund-list/ommaximisedinterestlifefund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>1 - 2 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">9.51%</div>
<div class="third">7.07%</div>
<div class="third">7.15%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/personal-solutions/investments-and-savings/tax-free-plan/full-fund-list/ommaximisedinterestlifefund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_ITRST_PLUSB1" data-risk="LOW RISK GROWTH" data-name="Old Mutual Interest Plus Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="OM_ITRST_PLUSB1" style="display: none;"></div>
</div><span class="fd-risk">LOW RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Interest Plus Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>1 - 2 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">8.67%</div>
<div class="third">6.06%</div>
<div class="third">6.18%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualInterestPlusFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>1 - 2 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">8.67%</div>
<div class="third">6.06%</div>
<div class="third">6.18%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualInterestPlusFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_CORE_CON_B1" data-risk="LOW RISK GROWTH" data-name="Old Mutual Core Conservative Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="OM_CORE_CON_B1" style="display: none;"></div>
</div><span class="fd-risk">LOW RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Core Conservative Fund</span><span class="fs-desc"></span></div>
<a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>2 - 3 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">8.52%</div>
<div class="third">8.70%</div>
<div class="third">8.45%</div>
</div>
</td>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/oldmutualcoreconservativefund.pdf?sfvrsn=70" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>2 - 3 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">8.52%</div>
<div class="third">8.70%</div>
<div class="third">8.45%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/oldmutualcoreconservativefund.pdf?sfvrsn=70" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="SA_BONDS" data-risk="LOW RISK GROWTH" data-name="Old Mutual Bond Fund (LIFE)" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="SA_BONDS" style="display: none;"></div>
</div><span class="fd-risk">LOW RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Bond Fund (LIFE)</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>1 - 2 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">5.53%</div>
<div class="third">6.54%</div>
<div class="third">7.13%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/FundCentre/FactSheet.aspx?trustNo=0906&fundType=LifeFund&fundName=Old%20Mutual%20Bond%20Fund%20(LIFE)" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>1 - 2 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">5.53%</div>
<div class="third">6.54%</div>
<div class="third">7.13%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/FundCentre/FactSheet.aspx?trustNo=0906&fundType=LifeFund&fundName=Old%20Mutual%20Bond%20Fund%20(LIFE)" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
</li>
<li>
<div class="fs-details" data-type="advanced" data-code="SES_BCI_PROP_B1" data-risk="MEDIUM RISK GROWTH" data-name="Sesfikile BCI Property Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="SES_BCI_PROP_B1" style="display: none;"></div>
</div><span class="fd-risk">MEDIUM RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Sesfikile BCI Property Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>5 - 7 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">15.87%</div>
<div class="third">16.42%</div>
<div class="third">0.96%</div>
</div>
</td>
<td><a href="http://sesfikilecapital.com/our-funds/" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a></td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>5 - 7 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">15.87%</div>
<div class="third">16.42%</div>
<div class="third">0.96%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td><a href="http://sesfikilecapital.com/our-funds/" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a></td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_SAQUOTPROPB4" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual SA Quoted Property Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="OM_SAQUOTPROPB4" style="display: none;"></div>
</div><span class="fd-risk">MEDIUM RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual SA Quoted Property Fund</span><span class="fs-desc"></span></div>
<a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>5 - 7 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">16.47%</div>
<div class="third">16.73%</div>
<div class="third">0.91%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualSAQuotedPropertyFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>5 - 7 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">16.47%</div>
<div class="third">16.73%</div>
<div class="third">0.91%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualSAQuotedPropertyFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_MOD_BAL_B1" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Moderate Balanced Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="OM_MOD_BAL_B1" style="display: none;"></div>
</div><span class="fd-risk">MEDIUM RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Moderate Balanced Fund</span><span class="fs-desc"></span></div>
<a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>3 - 5 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">4.00%</div>
<div class="third">8.91%</div>
<div class="third">7.38%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualModerateBalancedFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>3 - 5 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">4.00%</div>
<div class="third">8.91%</div>
<div class="third">7.38%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualModerateBalancedFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_DYN_FLOOR_B1" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Dynamic Floor Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="OM_DYN_FLOOR_B1" style="display: none;"></div>
</div><span class="fd-risk">MEDIUM RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Dynamic Floor Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>5 - 7 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">3.75%</div>
<div class="third">5.51%</div>
<div class="third">5.59%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualDynamicFloorFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>5 - 7 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">3.75%</div>
<div class="third">5.51%</div>
<div class="third">5.59%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualDynamicFloorFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_CORE_MOD_B1" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Core Moderate Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="OM_CORE_MOD_B1" style="display: none;"></div>
</div><span class="fd-risk">MEDIUM RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Core Moderate Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>3 - 5 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">7.60%</div>
<div class="third">9.45%</div>
<div class="third">8.62%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualCoreModerateFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>3 - 5 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">7.60%</div>
<div class="third">9.45%</div>
<div class="third">8.62%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualCoreModerateFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_BAL_TRCKR_B1" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Core Balanced Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="OM_BAL_TRCKR_B1" style="display: none;"></div>
</div><span class="fd-risk">MEDIUM RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Core Balanced Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>5 - 7 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">9.71%</div>
<div class="third">11.24%</div>
<div class="third">9.37%</div>
</div>
</td>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/oldmutualcorebalancedfund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>5 - 7 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">9.71%</div>
<div class="third">11.24%</div>
<div class="third">9.37%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/oldmutualcorebalancedfund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="easy" data-code="OM_BAL_B1" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Balanced Fund" data-desc="">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="OM_BAL_B1" style="display: none;"></div>
</div><span class="fd-risk">MEDIUM RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Balanced Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>5 - 7 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">4.89%</div>
<div class="third">9.83%</div>
<div class="third">8.47%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualBalancedFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>5 - 7 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">4.89%</div>
<div class="third">9.83%</div>
<div class="third">8.47%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualBalancedFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_ALB_BAL_B1" data-risk="MEDIUM RISK GROWTH" data-name="Old Mutual Albaraka Balanced Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="OM_ALB_BAL_B1" style="display: none;"></div>
</div><span class="fd-risk">MEDIUM RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Albaraka Balanced Fund</span><span class="fs-desc"></span></div>
<a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>5 - 7 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">7.32%</div>
<div class="third">9.52%</div>
<div class="third">8.48%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OMAlbarakaBalancedFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>5 - 7 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">7.32%</div>
<div class="third">9.52%</div>
<div class="third">8.48%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OMAlbarakaBalancedFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
</li>
<li>
<div class="fs-details" data-type="easy" data-code="OM_TOP_40_LIFE" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Top 40 Fund (LIFE)" data-desc="">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="OM_TOP_40_LIFE" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Top 40 Fund (LIFE)</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-4.82%</div>
<div class="third">9.73%</div>
<div class="third">11.25%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/personal-solutions/investments-and-savings/tax-free-plan/full-fund-list/OldMutualTop40LifeFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-4.82%</div>
<div class="third">9.73%</div>
<div class="third">11.25%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/personal-solutions/investments-and-savings/tax-free-plan/full-fund-list/OldMutualTop40LifeFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_RAF40_B1" data-risk="HIGH RISK GROWTH" data-name="Old Mutual RAFI 40 Index Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="OM_RAF40_B1" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual RAFI 40 Index Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-7.48%</div>
<div class="third">14.28%</div>
<div class="third">9.70%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualRAFI40TrackerFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-7.48%</div>
<div class="third">14.28%</div>
<div class="third">9.70%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualRAFI40TrackerFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_MSCI_WRLD_B1" data-risk="HIGH RISK GROWTH" data-name="Old Mutual MSCI World ESG Index Feeder Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="OM_MSCI_WRLD_B1" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual MSCI World ESG Index Feeder Fund</span><span class="fs-desc"></span></div>
<a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">30.50%</div>
<div class="third">16.31%</div>
<div class="third">19.41%</div>
</div>
</td>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualMSCIWorldESGIndexFeederFundA.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">30.50%</div>
<div class="third">16.31%</div>
<div class="third">19.41%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualMSCIWorldESGIndexFeederFundA.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_MSCI_EMRG_B1" data-risk="HIGH RISK GROWTH" data-name="Old Mutual MSCI Emerging Markets ESG Index Feeder Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="OM_MSCI_EMRG_B1" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual MSCI Emerging Markets ESG Index Feeder Fund</span><span class="fs-desc"></span></div>
<a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">0.21%</div>
<div class="third">-4.41%</div>
<div class="third">6.04%</div>
</div>
</td>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualMSCIEmergingMarketsESGIndexFeederFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">0.21%</div>
<div class="third">-4.41%</div>
<div class="third">6.04%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualMSCIEmergingMarketsESGIndexFeederFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_ESG_EQUTY_B1" data-risk="HIGH RISK GROWTH" data-name="Old Mutual ESG Equity Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="OM_ESG_EQUTY_B1" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual ESG Equity Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-5.24%</div>
<div class="third">8.45%</div>
<div class="third">N/A%</div>
</div>
</td>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualESGEquityFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-5.24%</div>
<div class="third">8.45%</div>
<div class="third">N/A%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualESGEquityFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_MAX_RET_B1" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Maximum Return Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="OM_MAX_RET_B1" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Maximum Return Fund</span><span class="fs-desc"></span></div>
<a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">8.33%</div>
<div class="third">9.46%</div>
<div class="third">10.02%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OMMaximumReturnFoF.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">8.33%</div>
<div class="third">9.46%</div>
<div class="third">10.02%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OMMaximumReturnFoF.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_MNG_ALPEQ_B1" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Managed Alpha Equity Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="OM_MNG_ALPEQ_B1" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Managed Alpha Equity Fund</span><span class="fs-desc"></span></div>
<a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>7 - 10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-6.60%</div>
<div class="third">7.29%</div>
<div class="third">5.78%</div>
</div>
</td>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OMManagedAlphaEquityFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>7 - 10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-6.60%</div>
<div class="third">7.29%</div>
<div class="third">5.78%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OMManagedAlphaEquityFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_INV_B1" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Investors Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="OM_INV_B1" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Investors Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>7 - 10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-4.72%</div>
<div class="third">10.57%</div>
<div class="third">5.36%</div>
</div>
</td>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualInvestorsFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>7 - 10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-4.72%</div>
<div class="third">10.57%</div>
<div class="third">5.36%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualInvestorsFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_GLOB_EQ_B1" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Global Equity Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="OM_GLOB_EQ_B1" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Global Equity Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>7 - 10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">29.15%</div>
<div class="third">16.72%</div>
<div class="third">18.38%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualGlobalEquityFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>7 - 10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">29.15%</div>
<div class="third">16.72%</div>
<div class="third">18.38%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualGlobalEquityFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_FTSERAFI_B1" data-risk="HIGH RISK GROWTH" data-name="Old Mutual FTSE RAFI All World Index Feeder Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="OM_FTSERAFI_B1" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual FTSE RAFI All World Index Feeder Fund</span><span class="fs-desc"></span></div>
<a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">17.67%</div>
<div class="third">15.28%</div>
<div class="third">15.07%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualGlobal-FTSE-RAFI-Fund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">17.67%</div>
<div class="third">15.28%</div>
<div class="third">15.07%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualGlobal-FTSE-RAFI-Fund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_FLEX_B1" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Flexible Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="OM_FLEX_B1" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Flexible Fund</span><span class="fs-desc"></span></div><a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>7 - 10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">3.19%</div>
<div class="third">11.11%</div>
<div class="third">8.92%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualFlexibleFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>7 - 10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">3.19%</div>
<div class="third">11.11%</div>
<div class="third">8.92%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualFlexibleFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_CAPSWIX_B1" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Capped SWIX Index Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="OM_CAPSWIX_B1" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Capped SWIX Index Fund</span><span class="fs-desc"></span></div>
<a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>7 - 10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-3.13%</div>
<div class="third">9.87%</div>
<div class="third">7.07%</div>
</div>
</td>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualCappedSwixIndexFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>7 - 10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-3.13%</div>
<div class="third">9.87%</div>
<div class="third">7.07%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualCappedSwixIndexFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="OM_ALB_EQUTY_B1" data-risk="HIGH RISK GROWTH" data-name="Old Mutual Albaraka Equity Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="OM_ALB_EQUTY_B1" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Old Mutual Albaraka Equity Fund</span><span class="fs-desc"></span></div>
<a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>7 - 10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">2.41%</div>
<div class="third">10.70%</div>
<div class="third">8.71%</div>
</div>
</td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OMAlbarakaEquityFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>7 - 10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">2.41%</div>
<div class="third">10.70%</div>
<div class="third">8.71%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OMAlbarakaEquityFund.pdf" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a>
</td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
<div class="fs-details" data-type="advanced" data-code="MAZI_CAP_EQU_B2" data-risk="HIGH RISK GROWTH" data-name="Mazi Asset Management Prime Equity Fund" data-desc="" style="display: none;">
<div class="radio">
<div class="styledRadio" style="background-image: url("/content/images/CheckAndRadioButtons/radio-sprite.png"); width: 14px; height: 14px; cursor: pointer; background-position: 0px 0px;"><input
type="radio" name="lump-pay-funds_0_1" value="MAZI_CAP_EQU_B2" style="display: none;"></div>
</div><span class="fd-risk">HIGH RISK GROWTH</span><a class="fs-more-link more-link">Fund details<span class="arrow-down"> </span></a>
<div class="fund-info"><span class="fs-info">Mazi Asset Management Prime Equity Fund</span><span class="fs-desc"></span></div>
<a class="fs-more-link more-link mobfe">Fund details<span class="arrow-down"> </span></a>
<div class="fs-more fs-more-table more desktop-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
<td><strong>PAST</strong><br>PERFORMANCE</td>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td>10 Yrs</td>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-9.83%</div>
<div class="third">9.06%</div>
<div class="third">4.67%</div>
</div>
</td>
<td><a href="http://www.mazi.co.za/products/fact-sheets/" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a></td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
<div class="fs-more fs-more-table more mobile-table">
<table class="table">
<tbody>
<tr>
<td><strong>RECOMMENDED</strong><br>INVESTMENT TERM</td>
</tr>
<tr>
<td>10 Yrs</td>
</tr>
<tr>
<td><strong>PAST</strong><br>PERFORMANCE</td>
</tr>
<tr>
<td style="padding-left: 5px; padding-right: 5px;">
<div class="subs"><span class="sub third">1 yr</span><span class="sub third">3 yr</span><span class="sub third">5 yr</span></div>
<div class="sub-lower thirds">
<div class="third">-9.83%</div>
<div class="third">9.06%</div>
<div class="third">4.67%</div>
</div>
</td>
</tr>
<tr>
<td><strong>FACT</strong><br>SHEET</td>
</tr>
<tr>
<td><a href="http://www.mazi.co.za/products/fact-sheets/" class="pdf-link" target="_blank"><img height="32" width="26" src="/Content/themes/img/pdf-icon-new.png"></a></td>
</tr>
</tbody>
</table><br>
<p class="addText">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p>
</div>
</div>
</li>
<li>
<p class="hide">Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges,
initial adviser fees and exit fees.</p><span class="fs-more-options hide">MORE
OPTIONS?</span><a href="javascript:void(0)" class="fs-view-afs">View Advanced Fund Picker <span class="fs-desc-bot">(For experienced investors)</span></a>
</li>
</ul>
</div>
</div>
</div>
<div class="fs-sub-desc"></div>
</div>
<div class="fund-split">
<div class="splitinp col-md-1 col-sm-3 col-xs-4 col-xs-offset-4 col-sm-offset-6 col-md-offset-0 hide">
<label>% SPLIT</label>
<div class="splithol">
<input class="perc-fund-amount form-control" id="perc-lump-pay-amount_0_1" max="100" maxlength="3" min="0" name="perc-lump-pay-amount_0_1" onfocus="this.select();" onmouseup="return false;" pattern="[0-9]{3}"
required="required" type="number" value="0" aria-required="true">
</div>
</div>
<div class="splitval col-md-1 col-sm-3 col-xs-4 pl0 pr0 hide">
<label>VALUE</label>
<span class="clearfix width100 calcamR">1000</span>
<input title="You must invest a minimum of R 100 in each fund." style="color:white;padding:-10px; padding-top: 1px;" class="calcamR fund-amount form-control lump-pay-amount" name="lump-pay-amount_0_1" type="number"
min="100" value="" required="required" aria-required="true" id="lump-pay-amount_0_1">
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<input id="Order_OrderProductList_0__DisclaimerList_1__OrderProductId" name="Order.OrderProductList[0].DisclaimerList[1].OrderProductId" type="hidden" value="0"><input id="Order_OrderProductList_0__DisclaimerList_1__Id"
name="Order.OrderProductList[0].DisclaimerList[1].Id" type="hidden" value="0"><input id="Order_OrderProductList_0__DisclaimerList_1__DisclaimerTypeId" name="Order.OrderProductList[0].DisclaimerList[1].DisclaimerTypeId" type="hidden"
value="1005">
<div class="clearfix"></div>
<div class="bottom-boxed-sub-content clearfix">
<div class="notSingle row">
<div class="col-md-4 no-padding">
<a href="#" id="add-fund_dl_0" class="add-fund p0 bold"><span class="plus">+</span> ADD ANOTHER FUND</a>
<a href="#" id="add-fund_hl_0" class="add-fund col-sm-6 col-xs-5 p0 handheld bold"><span class="plus">+</span> ADD FUND</a>
</div>
<div class="col-md-8 mpr0 no-padding">
<div class="tot-mon">
<div class="notSingle">
<h3 style="display: none;">
<div class="pull-right align-tot-mon exclude">
<span class="group-tot exclude"><strong>Totals:</strong></span>
<div class="input-group exclude">
<span class="total-amount-span exclude" max="100" min="100">0</span>
<span class="input-group-addon pull-right exclude">%</span>
<input type="hidden" class="hide total-percent exclude total-percent-lump valid" name="total-percent-lump" value="100" min="100" max="100" title="Please enter a percentage that equals 100%">
<input type="hidden" class="total-amount hide exclude" size="3" readonly="" step="1" min="0" name="lump-total_0" id="lump-total_0" value="0">
</div>
<div class="input-group totals-amount exclude">
<span class="r-prefix exclude">R</span>
<span class="a-suffix exclude">1000</span>
</div>
</div>
</h3>
</div>
</div>
</div>
<div class="checkbox small col-md-12 col-sm-6 col-xs-7 col-xs-offset-5 col-sm-offset-6 col-md-offset-0 split-fund p0 m0 mt10 invisible">
<div class="styledCheckbox" style="background-image: url("/content/images/CheckAndRadioButtons/checkbox-sprite.svg"); width: 14px; height: 14px; cursor: pointer; background-position: 0px -14px;"><input checked="checked"
id="split-fund" name="Order.OrderProductList[0].DisclaimerList[1].Accepted" type="checkbox" value="true" style="display: none;"></div><input name="Order.OrderProductList[0].DisclaimerList[1].Accepted" type="hidden"
value="false">
<label>Split evenly across funds</label>
</div>
</div>
</div>
<div class="clearfix"></div>
</div>
<div class="errorSummaryDiv" style="display: none;">
<div class="errorsDiv">
<span class="error-icon"></span>
<div class="error1"></div>
<div class="error2"></div>
<div class="error3"></div>
<div class="error4"></div>
<div class="error5"></div>
<div class="error6"></div>
<div class="errorTop"></div>
<div class="errorBot"></div>
</div>
</div>
</div>
<script language="javascript" type="text/javascript">
$(document).ready(function() {
$("#DebitOrderPaymentDate").inputmask('99/99/9999');
})
</script>
</div>
</div>
</div>
<div class="row">
<div class="col-xs-12 afs mobile-fund-picker">
<div class="inner">
<a href="#" class="closeMe"></a>
<h1>ADVANCED FUND PICKER</h1>
<p>Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges, initial adviser fees and exit fees. </p>
<div class="accordion">
<h4>
<div class="afs-risk">LOW RISK GROWTH</div>
<span class="arrow-down arrow-down-lg right"></span>
</h4>
<div class="tablesaw-bar mode-columntoggle">
<div class="tablesaw-columntoggle-btnwrap tablesaw-advance"><a href="#table-4684-popup" class="btn btn-micro tablesaw-columntoggle-btn tablesaw-nav-btn down" data-popup-link=""><span>MORE</span></a>
<div class="dialog-table-coltoggle tablesaw-columntoggle-popup" id="table-4684-popup">
<div class="btn-group"><label><input type="checkbox" checked="">EXPECTED PERFORMANCE</label><label><input type="checkbox" checked=""> PAST PERFORMANCE 1yr 3yr 5yr </label><label><input type="checkbox" checked=""> RISK 1=Lowest
5=Highest </label><label><input type="checkbox" checked="">RECOMMENDED TERM</label><label><input type="checkbox" checked="">ASSET MANAGEMENT FEE p.a. %</label><label><input type="checkbox" checked="">FACT SHEET</label></div>
</div>
</div>
</div>
<table data-tablesaw-mode="columntoggle" class="tablesaw tablesaw-columntoggle" id="table-4684">
<thead>
<tr>
<th data-tablesaw-priority="persist">UNDERLYING FUND</th>
<th data-tablesaw-priority="1" class="tablesaw-priority-1 tablesaw-cell-hidden">EXPECTED PERFORMANCE</th>
<th data-tablesaw-priority="2" class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden"> PAST PERFORMANCE <div class="subs">
<span class="sub third">1yr</span>
<span class="sub third">3yr</span>
<span class="sub third">5yr</span>
</div>
</th>
<th data-tablesaw-priority="3" class="smoke tablesaw-priority-3 tablesaw-cell-hidden"> RISK<br>
<div class="subs"><span class="sub">1=Lowest 5=Highest</span></div>
</th>
<th data-tablesaw-priority="4" class="smoke tablesaw-priority-4 tablesaw-cell-hidden">RECOMMENDED TERM</th>
<th data-tablesaw-priority="5" class="smoke tablesaw-priority-5 tablesaw-cell-hidden">ASSET MANAGEMENT FEE p.a. %</th>
<th data-tablesaw-priority="6" class="tablesaw-priority-6 tablesaw-cell-visible">FACT SHEET</th>
</tr>
</thead>
<tbody>
<tr>
<td class="under-fund">
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_STAB_GRO_B1">
<label>Old Mutual Stable Growth Fund</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">CPI + 2% - 3%</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">3.99</div>
<div class="third">8.14</div>
<div class="third">7.14</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden">2</td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">2 - 3 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">1.08 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualStableGrowthFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td class="under-fund">
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_REAL_INC_B1">
<label>Old Mutual Real Income Fund</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">Enhanced Income</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">8.83</div>
<div class="third">7.54</div>
<div class="third">6.58</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden">2</td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">1 - 2 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">0.52 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualRealIncomeFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td class="under-fund">
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_MONEYMKT_B1">
<label>Old Mutual Money Market Fund</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">Cash</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">8.18</div>
<div class="third">5.75</div>
<div class="third">5.99</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden">1</td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">0 - 1 Yr</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">0.29 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualMoneyMarketFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td class="under-fund">
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_MAX_INT">
<label>Old Mutual Maximised Interest Fund (LIFE)</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">Enhanced Income</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">9.51</div>
<div class="third">7.07</div>
<div class="third">7.15</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden">2</td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">1 - 2 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">0.00 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="https://www.oldmutual.co.za/docs/default-source/personal-solutions/investments-and-savings/tax-free-plan/full-fund-list/ommaximisedinterestlifefund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td class="under-fund">
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_ITRST_PLUSB1">
<label>Old Mutual Interest Plus Fund</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">Enhanced Income</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">8.67</div>
<div class="third">6.06</div>
<div class="third">6.18</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden">1</td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">1 - 2 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">0.46 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualInterestPlusFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td class="under-fund">
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_CORE_CON_B1">
<label>Old Mutual Core Conservative Fund</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">CPI + 2% - 3%</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">8.52</div>
<div class="third">8.70</div>
<div class="third">8.45</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden">2</td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">2 - 3 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">0.29 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/oldmutualcoreconservativefund.pdf?sfvrsn=70" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td class="under-fund">
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="SA_BONDS">
<label>Old Mutual Bond Fund (LIFE)</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">Enhanced Income</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">5.53</div>
<div class="third">6.54</div>
<div class="third">7.13</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden">2</td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">1 - 2 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">0.75 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="http://www.oldmutual.co.za/FundCentre/FactSheet.aspx?trustNo=0906&fundType=LifeFund&fundName=Old%20Mutual%20Bond%20Fund%20(LIFE)" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
</tbody>
</table>
</div>
<div class="accordion">
<h4>
<div class="afs-risk">MEDIUM RISK GROWTH</div>
<span class="arrow-down arrow-down-lg right"></span>
</h4>
<div class="tablesaw-bar mode-columntoggle">
<div class="tablesaw-columntoggle-btnwrap tablesaw-advance"><a href="#table-5800-popup" class="btn btn-micro tablesaw-columntoggle-btn tablesaw-nav-btn down" data-popup-link=""><span>MORE</span></a>
<div class="dialog-table-coltoggle tablesaw-columntoggle-popup" id="table-5800-popup">
<div class="btn-group"><label><input type="checkbox" checked="">EXPECTED PERFORMANCE**</label><label><input type="checkbox" checked=""> PAST PERFORMANCE* 1 yr%3 yr%5 yr % </label><label><input type="checkbox" checked=""> RISK
1=lowest5=highest </label><label><input type="checkbox" checked="">RECOMMENDEDTERM</label><label><input type="checkbox" checked="">ASSET MANAGEMENT FEE p.a. %</label><label><input type="checkbox" checked="">FACT SHEET</label>
</div>
</div>
</div>
</div>
<table data-tablesaw-mode="columntoggle" class="tablesaw tablesaw-columntoggle" id="table-5800">
<thead>
<tr>
<th data-tablesaw-priority="persist">UNDERLYING FUND</th>
<th data-tablesaw-priority="1" class="tablesaw-priority-1 tablesaw-cell-hidden">EXPECTED PERFORMANCE**</th>
<th data-tablesaw-priority="2" class="tablesaw-priority-2 tablesaw-cell-hidden"> PAST PERFORMANCE*<br>
<div class="subs"><span class="sub third">1 yr%</span><span class="sub third">3 yr%</span><span class="sub third">5 yr %</span></div>
</th>
<th data-tablesaw-priority="3" class="tablesaw-priority-3 tablesaw-cell-hidden"> RISK<br>
<div class="subs"><span class="sub">1=lowest<br>5=highest</span></div>
</th>
<th data-tablesaw-priority="4" class="tablesaw-priority-4 tablesaw-cell-hidden">RECOMMENDED<br>TERM</th>
<th data-tablesaw-priority="5" class="tablesaw-priority-5 tablesaw-cell-hidden">ASSET MANAGEMENT <br>FEE p.a. %</th>
<th data-tablesaw-priority="6" class="tablesaw-priority-6 tablesaw-cell-visible">FACT SHEET</th>
</tr>
</thead>
<tbody>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="SES_BCI_PROP_B1">
<label>Sesfikile BCI Property Fund</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">CPI + 4% - 5%</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">15.87</div>
<div class="third">16.42</div>
<div class="third">0.96</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden"></td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">5 - 7 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">1.03 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="http://sesfikilecapital.com/our-funds/" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_SAQUOTPROPB4">
<label>Old Mutual SA Quoted Property Fund</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">CPI + 4% - 5%</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">16.47</div>
<div class="third">16.73</div>
<div class="third">0.91</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden">4</td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">5 - 7 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">0.97 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualSAQuotedPropertyFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_MOD_BAL_B1">
<label>Old Mutual Moderate Balanced Fund</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">CPI + 3% - 4%</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">4.00</div>
<div class="third">8.91</div>
<div class="third">7.38</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden">3</td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">3 - 5 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">1.08 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualModerateBalancedFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_DYN_FLOOR_B1">
<label>Old Mutual Dynamic Floor Fund</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">CPI + 4% - 5%</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">3.75</div>
<div class="third">5.51</div>
<div class="third">5.59</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden">3</td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">5 - 7 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">1.14 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualDynamicFloorFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_CORE_MOD_B1">
<label>Old Mutual Core Moderate Fund</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">CPI + 3% - 4%</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">7.60</div>
<div class="third">9.45</div>
<div class="third">8.62</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden"></td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">3 - 5 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">0.29 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualCoreModerateFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_BAL_TRCKR_B1">
<label>Old Mutual Core Balanced Fund</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">CPI + 4% - 5%</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">9.71</div>
<div class="third">11.24</div>
<div class="third">9.37</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden">3</td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">5 - 7 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">0.29 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/oldmutualcorebalancedfund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_BAL_B1">
<label>Old Mutual Balanced Fund</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">CPI + 4% - 5%</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">4.89</div>
<div class="third">9.83</div>
<div class="third">8.47</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden">3</td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">5 - 7 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">1.08 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualBalancedFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_ALB_BAL_B1">
<label>Old Mutual Albaraka Balanced Fund</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">CPI + 4% - 5%</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">7.32</div>
<div class="third">9.52</div>
<div class="third">8.48</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden">3</td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">5 - 7 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">1.14 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OMAlbarakaBalancedFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
</tbody>
</table>
</div>
<div class="accordion">
<h4>
<div class="afs-risk">HIGH RISK GROWTH</div>
<span class="arrow-down arrow-down-lg right"></span>
</h4>
<div class="tablesaw-bar mode-columntoggle">
<div class="tablesaw-columntoggle-btnwrap tablesaw-advance"><a href="#table-2051-popup" class="btn btn-micro tablesaw-columntoggle-btn tablesaw-nav-btn down" data-popup-link=""><span>MORE</span></a>
<div class="dialog-table-coltoggle tablesaw-columntoggle-popup" id="table-2051-popup">
<div class="btn-group"><label><input type="checkbox" checked="">EXPECTED PERFORMANCE**</label><label><input type="checkbox" checked=""> PAST PERFORMANCE* 1 yr%3 yr%5 yr % </label><label><input type="checkbox" checked=""> RISK
1=lowest5=highest </label><label><input type="checkbox" checked="">RECOMMENDEDTERM</label><label><input type="checkbox" checked="">ASSET MANAGEMENTFEE p.a %</label><label><input type="checkbox" checked="">FACT SHEET</label>
</div>
</div>
</div>
</div>
<table data-tablesaw-mode="columntoggle" class="tablesaw tablesaw-columntoggle" id="table-2051">
<thead>
<tr>
<th data-tablesaw-priority="persist">UNDERLYING FUND</th>
<th data-tablesaw-priority="1" class="tablesaw-priority-1 tablesaw-cell-hidden">EXPECTED PERFORMANCE**</th>
<th data-tablesaw-priority="2" class="tablesaw-priority-2 tablesaw-cell-hidden"> PAST PERFORMANCE*<br>
<div class="subs"><span class="sub third">1 yr%</span><span class="sub third">3 yr%</span><span class="sub third">5 yr %</span></div>
</th>
<th data-tablesaw-priority="3" class="tablesaw-priority-3 tablesaw-cell-hidden"> RISK<br>
<div class="subs"><span class="sub">1=lowest<br>5=highest</span></div>
</th>
<th data-tablesaw-priority="4" class="tablesaw-priority-4 tablesaw-cell-hidden">RECOMMENDED<br>TERM</th>
<th data-tablesaw-priority="5" class="tablesaw-priority-5 tablesaw-cell-hidden">ASSET MANAGEMENT<br>FEE p.a %</th>
<th data-tablesaw-priority="6" class="tablesaw-priority-6 tablesaw-cell-visible">FACT SHEET</th>
</tr>
</thead>
<tbody>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_TOP_40_LIFE">
<label>Old Mutual Top 40 Fund (LIFE)</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">Maximum Returns Available</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">-4.82</div>
<div class="third">9.73</div>
<div class="third">11.25</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden">4</td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">10 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">0.20 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="http://www.oldmutual.co.za/docs/default-source/personal-solutions/investments-and-savings/tax-free-plan/full-fund-list/OldMutualTop40LifeFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_RAF40_B1">
<label>Old Mutual RAFI 40 Index Fund</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">Maximum Returns Available</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">-7.48</div>
<div class="third">14.28</div>
<div class="third">9.70</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden">4</td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">10 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">0.57 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualRAFI40TrackerFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_MSCI_WRLD_B1">
<label>Old Mutual MSCI World ESG Index Feeder Fund</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">Maximum Returns Available</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">30.50</div>
<div class="third">16.31</div>
<div class="third">19.41</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden"></td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">10 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">0.25 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualMSCIWorldESGIndexFeederFundA.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_MSCI_EMRG_B1">
<label>Old Mutual MSCI Emerging Markets ESG Index Feeder Fund</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">Maximum Returns Available</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">0.21</div>
<div class="third">-4.41</div>
<div class="third">6.04</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden"></td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">10 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">0.25 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualMSCIEmergingMarketsESGIndexFeederFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_ESG_EQUTY_B1">
<label>Old Mutual ESG Equity Fund</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">Maximum Returns Available</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">-5.24</div>
<div class="third">8.45</div>
<div class="third">N/A</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden">4</td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">10 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">0.86 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualESGEquityFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_MAX_RET_B1">
<label>Old Mutual Maximum Return Fund</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">Maximum Returns Available</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">8.33</div>
<div class="third">9.46</div>
<div class="third">10.02</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden">4</td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">10 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">1.08 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OMMaximumReturnFoF.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_MNG_ALPEQ_B1">
<label>Old Mutual Managed Alpha Equity Fund</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">CPI + 5% - 7%</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">-6.60</div>
<div class="third">7.29</div>
<div class="third">5.78</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden">4</td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">7 - 10 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">1.15 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OMManagedAlphaEquityFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_INV_B1">
<label>Old Mutual Investors Fund</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">CPI + 5% - 7%</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">-4.72</div>
<div class="third">10.57</div>
<div class="third">5.36</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden">4</td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">7 - 10 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">1.14 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualInvestorsFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_GLOB_EQ_B1">
<label>Old Mutual Global Equity Fund</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">CPI + 5% - 7%</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">29.15</div>
<div class="third">16.72</div>
<div class="third">18.38</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden">4</td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">7 - 10 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">1.54 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualGlobalEquityFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_FTSERAFI_B1">
<label>Old Mutual FTSE RAFI All World Index Feeder Fund</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">Maximum Returns Available</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">17.67</div>
<div class="third">15.28</div>
<div class="third">15.07</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden">4</td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">10 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">0.51 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualGlobal-FTSE-RAFI-Fund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_FLEX_B1">
<label>Old Mutual Flexible Fund</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">CPI + 5% - 7%</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">3.19</div>
<div class="third">11.11</div>
<div class="third">8.92</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden">4</td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">7 - 10 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">1.08 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualFlexibleFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_CAPSWIX_B1">
<label>Old Mutual Capped SWIX Index Fund</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">CPI + 5% - 7%</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">-3.13</div>
<div class="third">9.87</div>
<div class="third">7.07</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden">4</td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">7 - 10 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">0.29 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualCappedSwixIndexFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_ALB_EQUTY_B1">
<label>Old Mutual Albaraka Equity Fund</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">CPI + 5% - 7%</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">2.41</div>
<div class="third">10.70</div>
<div class="third">8.71</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden">4</td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">7 - 10 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">1.25 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OMAlbarakaEquityFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="MAZI_CAP_EQU_B2">
<label>Mazi Asset Management Prime Equity Fund</label>
</div>
</td>
<td class="tablesaw-priority-1 tablesaw-cell-hidden">Maximum Returns Available</td>
<td class="advFPCentre tablesaw-priority-2 tablesaw-cell-hidden">
<div class="thirds">
<div class="third">-9.83</div>
<div class="third">9.06</div>
<div class="third">4.67</div>
</div>
</td>
<td class="advFPCentre tablesaw-priority-3 tablesaw-cell-hidden">5</td>
<td class="advFPCentre tablesaw-priority-4 tablesaw-cell-hidden">10 Yrs</td>
<td class="advFPCentre tablesaw-priority-5 tablesaw-cell-hidden">0.86 </td>
<td class="tablesaw-priority-6 tablesaw-cell-visible">
<a href="http://www.mazi.co.za/products/fact-sheets/" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
</tbody>
</table>
</div>
<a href="javascript:void(0)" class="btn-lg btn right add-fund-picker">ADD SELECTED FUND</a>
</div>
</div>
</div>
<div class="content-section the-details col-md-12 hide">
<div class="jamJar jamJarVisible">
<input type="hidden" name="barGraphLoad" id="barGraphLoad" value="0">
<div class="contrib col-xs-12 hide">
<p><span class="months">1</span> 1 March - 28 February</p>
<div class="prog-meter">
<div class="prog-line">
<div class="prog-left">R0</div>
<div class="prog-reg" style="width: 1.3888888888888888888888888900%;"></div>
<div class="prog-lump" style="width: 0%;"></div>
<div class="prog-invest" style="left: 1.3888888888888888888888888900%;">
<span class="prog-currency">R</span><span class="prog-amount"> 500</span>
</div>
<div class="prog-right"><span>R</span>36 000</div>
</div>
</div>
</div>
<div class="clearfix"></div>
<div class="row">
<div class="boxholder ">
<div class="row">
<div class="SecondYearThrottled hide">
<div class="arrow_box notice hide" data-side-id="1" style="top: 200px;">
<h6>Your regular payment amount will reduce next year</h6>
<p>To ensure that you do not exceed the annual tax free allowance, we will reduce your regular payment in the next tax year.</p>
</div>
</div>
</div>
<div class="row">
<div class="singleJamJarFlyOut">
<div class="arrow_box notice hide" data-side-id="1">
<h6>Your contributions</h6>
<p>You can invest a maximum of R36 000 in a tax year.<br><br> The jar shows you how much you will be contributing in a tax year based on the payments you have selected. It also shows you how much you can still contribute.</p>
</div>
</div>
<div class="multipleJamJarFlyOut">
<div class="arrow_box notice hide" data-side-id="1">
<h6>Your contributions</h6>
<p>You can invest a maximum of R36 000 in a tax year.<br><br> The jars show you how much you will be contributing in a tax year based on the payments you have selected. It also shows you how much you can still contribute.</p>
</div>
</div>
</div>
</div>
<h3 class="title col-xs-12 color_deep_sea_green_approx-color mb25 bold"><strong>YOUR CONTRIBUTIONS</strong>
<span class="right visible-xs offcanvas-toggle" data-toggle="offcanvas" data-side-id="4"><i class="info" style="margin-right: 42px;"></i></span>
</h3>
<div class="jam-jar initil clearfix content-section">
<div class="color_deep_sea_green_approx-bg tax_years inner-content jam-jar-title">
<span class="sub-heading">THIS TAX YEAR <br class="hide">
<span class="moPrem hide">(<span class="morem">1</span> monthly payment left)</span></span>
<h5>1 MARCH 2023 - 29 FEBRUARY 2024</h5>
</div>
<div class="inner">
<div class="content-section clearfix">
<div class="inner-content clearfix">
<span class="fs14 col-xs-6 text-center lumpSum">LUMP SUM PAYMENT: <strong class="fs20 color_lima_approx-color"></strong></span>
<span class="fs14 col-xs-6 text-center schPym monthFreq">REGULAR MONTHLY PAYMENT: <strong class="fs20 color_lima_approx-color"></strong></span>
<span class="fs14 col-xs-6 text-center schPym yearFreq">REGULAR YEARLY PAYMENT: <strong class="fs20 color_lima_approx-color"></strong></span>
</div>
</div>
<div class="content-section clearfix hide574">
<div class="inner-content col-xs-6 clearfix center-jar">
<div class="svgContainer">
<span class="maxjamindica color_mountain_mist_approx-color fs16 text-right"><span>R</span>36 000</span>
<span class="expectedPy color_lima_approx-color fs16 text-right"></span>
<svg width="131px" height="211px" viewBox="0 0 131 211" version="1.1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink">
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</div>
<div class="legend">
<span class="color inline-block mr5"></span><span class="legTxt">STILL ALLOWED <span class="remaining"></span></span>
<div class="clearfix mt5"></div>
<span class="color_lima_approx-bg color inline-block mr5"></span><span class="legTxt">EXPECTED PAYMENTS</span>
<div class="clearfix mt5"></div>
<span class="color_deep_sea_green_approx-bg color inline-block mr5 invisible"></span><span class="legTxt invisible">ALREADY CONTRIBUTED <span class="currentcont"></span></span>
</div>
</div>
</div>
</div>
</div>
<div class="col-md-6 col-xs-12 jam-jar nextTaxYear hide">
<div class="color_deep_sea_green_approx-bg tax_years text-center white-color p5">
<span>NEXT TAX YEAR <br class="hide">
<span class="moPrem hide">(<span class="morem">1</span> monthly payments left)</span></span>
<h5></h5>
</div>
<div class="inner pt15">
<span class="fs14 col-xs-12 text-center lumpSum">LUMP SUM PAYMENT: <strong class="fs20 color_lima_approx-color"></strong></span>
<span class="fs14 col-xs-12 text-center schPym monthFreq">REGULAR MONTHLY PAYMENT: <strong class="fs20 color_lima_approx-color"></strong></span>
<span class="fs14 col-xs-12 text-center schPym yearFreq">REGULAR YEARLY PAYMENT: <strong class="fs20 color_lima_approx-color"></strong></span>
<div class="svgContainer p30">
<span class="maxjamindica color_mountain_mist_approx-color fs16 text-right"><span>R</span>36 000<span class="max_contr_reached">*</span></span>
<span class="expectedPy color_lima_approx-color fs16 text-right"></span>
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</div>
<div class="legend pl30 pr30 pb30">
<span class="color inline-block mr5"></span><span class="legTxt">STILL ALLOWED <span class="remaining"></span></span>
<div class="clearfix mt5"></div>
<span class="color_lima_approx-bg color inline-block mr5"></span><span class="legTxt">EXPECTED PAYMENTS</span>
<div class="clearfix mt5"></div>
<span class="color_deep_sea_green_approx-bg color inline-block mr5 invisible"></span><span class="legTxt invisible">ALREADY CONTRIBUTED <span class="currentcont"></span></span>
</div>
</div>
</div>
<div class="max_contr_reached">
<span class="col-xs-12 text-right mt5 ">* Next year’s tax free limit is subject to change by Government</span>
</div>
</div>
</div>
<div class="col-md-12"> </div>
</div>
<div class="modal" id="acfModal_0" style="display: none;">
<div class="afs">
<h1>ADVANCED FUND PICKER <a href="javascript:void(0)" class="btn-lg btn primary right add-fund-picker">ADD SELECTED FUND</a></h1>
<br>
<p>Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges, initial adviser fees and exit fees. </p>
<div class="accordion">
<h4>
<div class="afs-risk">LOW RISK GROWTH</div>
<span class="arrow-down arrow-down-lg right"></span>
</h4>
<div class="table-responsive">
<table class="table">
<thead>
<tr>
<th>UNDERLYING FUND</th>
<th>EXPECTED PERFORMANCE**</th>
<th> PAST PERFORMANCE*<br>
<div class="subs"><span class="sub third">1 yr%</span><span class="sub third">3 yr%</span><span class="sub third">5 yr %</span></div>
</th>
<th> RISK<br>
<div class="subs"><span class="sub">1=lowest<br>5=highest</span></div>
</th>
<th>RECOMMENDED<br>TERM</th>
<th>ASSET MANAGEMENT<br>FEE p.a %</th>
<th>FACT SHEET</th>
</tr>
</thead>
<tbody>
<tr>
<td class="under-fund">
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_STAB_GRO_B1">
<label>Old Mutual Stable Growth Fund</label>
</div>
</td>
<td>CPI + 2% - 3%</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">3.99</div>
<div class="third">8.14</div>
<div class="third">7.14</div>
</div>
</td>
<td class="advFPCentre">2</td>
<td class="advFPCentre">2 - 3 Yrs</td>
<td class="advFPCentre">1.08 </td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualStableGrowthFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td class="under-fund">
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_REAL_INC_B1">
<label>Old Mutual Real Income Fund</label>
</div>
</td>
<td>Enhanced Income</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">8.83</div>
<div class="third">7.54</div>
<div class="third">6.58</div>
</div>
</td>
<td class="advFPCentre">2</td>
<td class="advFPCentre">1 - 2 Yrs</td>
<td class="advFPCentre">0.52 </td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualRealIncomeFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td class="under-fund">
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_MONEYMKT_B1">
<label>Old Mutual Money Market Fund</label>
</div>
</td>
<td>Cash</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">8.18</div>
<div class="third">5.75</div>
<div class="third">5.99</div>
</div>
</td>
<td class="advFPCentre">1</td>
<td class="advFPCentre">0 - 1 Yr</td>
<td class="advFPCentre">0.29 </td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualMoneyMarketFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td class="under-fund">
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_MAX_INT">
<label>Old Mutual Maximised Interest Fund (LIFE)</label>
</div>
</td>
<td>Enhanced Income</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">9.51</div>
<div class="third">7.07</div>
<div class="third">7.15</div>
</div>
</td>
<td class="advFPCentre">2</td>
<td class="advFPCentre">1 - 2 Yrs</td>
<td class="advFPCentre">0.00 </td>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/personal-solutions/investments-and-savings/tax-free-plan/full-fund-list/ommaximisedinterestlifefund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td class="under-fund">
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_ITRST_PLUSB1">
<label>Old Mutual Interest Plus Fund</label>
</div>
</td>
<td>Enhanced Income</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">8.67</div>
<div class="third">6.06</div>
<div class="third">6.18</div>
</div>
</td>
<td class="advFPCentre">1</td>
<td class="advFPCentre">1 - 2 Yrs</td>
<td class="advFPCentre">0.46 </td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualInterestPlusFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td class="under-fund">
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_CORE_CON_B1">
<label>Old Mutual Core Conservative Fund</label>
</div>
</td>
<td>CPI + 2% - 3%</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">8.52</div>
<div class="third">8.70</div>
<div class="third">8.45</div>
</div>
</td>
<td class="advFPCentre">2</td>
<td class="advFPCentre">2 - 3 Yrs</td>
<td class="advFPCentre">0.29 </td>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/oldmutualcoreconservativefund.pdf?sfvrsn=70" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td class="under-fund">
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="SA_BONDS">
<label>Old Mutual Bond Fund (LIFE)</label>
</div>
</td>
<td>Enhanced Income</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">5.53</div>
<div class="third">6.54</div>
<div class="third">7.13</div>
</div>
</td>
<td class="advFPCentre">2</td>
<td class="advFPCentre">1 - 2 Yrs</td>
<td class="advFPCentre">0.75 </td>
<td>
<a href="http://www.oldmutual.co.za/FundCentre/FactSheet.aspx?trustNo=0906&fundType=LifeFund&fundName=Old%20Mutual%20Bond%20Fund%20(LIFE)" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
</tbody>
</table>
</div>
</div>
<div class="accordion">
<h4>
<div class="afs-risk">MEDIUM RISK GROWTH</div>
<span class="arrow-down arrow-down-lg right"></span>
</h4>
<div class="table-responsive">
<table class="table">
<thead>
<tr>
<th>UNDERLYING FUND</th>
<th>EXPECTED PERFORMANCE**</th>
<th> PAST PERFORMANCE*<br>
<div class="subs"><span class="sub third">1 yr%</span><span class="sub third">3 yr%</span><span class="sub third">5 yr %</span></div>
</th>
<th> RISK<br>
<div class="subs"><span class="sub">1=lowest<br>5=highest</span></div>
</th>
<th>RECOMMENDED<br>TERM</th>
<th>ASSET MANAGEMENT <br>FEE p.a. %</th>
<th>FACT SHEET</th>
</tr>
</thead>
<tbody>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="SES_BCI_PROP_B1">
<label>Sesfikile BCI Property Fund</label>
</div>
</td>
<td>CPI + 4% - 5%</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">15.87</div>
<div class="third">16.42</div>
<div class="third">0.96</div>
</div>
</td>
<td class="advFPCentre"></td>
<td class="advFPCentre">5 - 7 Yrs</td>
<td class="advFPCentre">1.03 </td>
<td>
<a href="http://sesfikilecapital.com/our-funds/" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_SAQUOTPROPB4">
<label>Old Mutual SA Quoted Property Fund</label>
</div>
</td>
<td>CPI + 4% - 5%</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">16.47</div>
<div class="third">16.73</div>
<div class="third">0.91</div>
</div>
</td>
<td class="advFPCentre">4</td>
<td class="advFPCentre">5 - 7 Yrs</td>
<td class="advFPCentre">0.97 </td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualSAQuotedPropertyFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_MOD_BAL_B1">
<label>Old Mutual Moderate Balanced Fund</label>
</div>
</td>
<td>CPI + 3% - 4%</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">4.00</div>
<div class="third">8.91</div>
<div class="third">7.38</div>
</div>
</td>
<td class="advFPCentre">3</td>
<td class="advFPCentre">3 - 5 Yrs</td>
<td class="advFPCentre">1.08 </td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualModerateBalancedFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_DYN_FLOOR_B1">
<label>Old Mutual Dynamic Floor Fund</label>
</div>
</td>
<td>CPI + 4% - 5%</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">3.75</div>
<div class="third">5.51</div>
<div class="third">5.59</div>
</div>
</td>
<td class="advFPCentre">3</td>
<td class="advFPCentre">5 - 7 Yrs</td>
<td class="advFPCentre">1.14 </td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualDynamicFloorFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_CORE_MOD_B1">
<label>Old Mutual Core Moderate Fund</label>
</div>
</td>
<td>CPI + 3% - 4%</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">7.60</div>
<div class="third">9.45</div>
<div class="third">8.62</div>
</div>
</td>
<td class="advFPCentre"></td>
<td class="advFPCentre">3 - 5 Yrs</td>
<td class="advFPCentre">0.29 </td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualCoreModerateFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_BAL_TRCKR_B1">
<label>Old Mutual Core Balanced Fund</label>
</div>
</td>
<td>CPI + 4% - 5%</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">9.71</div>
<div class="third">11.24</div>
<div class="third">9.37</div>
</div>
</td>
<td class="advFPCentre">3</td>
<td class="advFPCentre">5 - 7 Yrs</td>
<td class="advFPCentre">0.29 </td>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/oldmutualcorebalancedfund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_BAL_B1">
<label>Old Mutual Balanced Fund</label>
</div>
</td>
<td>CPI + 4% - 5%</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">4.89</div>
<div class="third">9.83</div>
<div class="third">8.47</div>
</div>
</td>
<td class="advFPCentre">3</td>
<td class="advFPCentre">5 - 7 Yrs</td>
<td class="advFPCentre">1.08 </td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualBalancedFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_ALB_BAL_B1">
<label>Old Mutual Albaraka Balanced Fund</label>
</div>
</td>
<td>CPI + 4% - 5%</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">7.32</div>
<div class="third">9.52</div>
<div class="third">8.48</div>
</div>
</td>
<td class="advFPCentre">3</td>
<td class="advFPCentre">5 - 7 Yrs</td>
<td class="advFPCentre">1.14 </td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OMAlbarakaBalancedFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
</tbody>
</table>
</div>
</div>
<div class="accordion">
<h4>
<div class="afs-risk">HIGH RISK GROWTH</div>
<span class="arrow-down arrow-down-lg right"></span>
</h4>
<div class="table-responsive">
<table class="table">
<thead>
<tr>
<th>UNDERLYING FUND</th>
<th>EXPECTED PERFORMANCE**</th>
<th> PAST PERFORMANCE*<br>
<div class="subs"><span class="sub third">1 yr%</span><span class="sub third">3 yr%</span><span class="sub third">5 yr %</span></div>
</th>
<th> RISK<br>
<div class="subs"><span class="sub">1=lowest<br>5=highest</span></div>
</th>
<th>RECOMMENDED<br>TERM</th>
<th>ASSET MANAGEMENT<br>FEE p.a %</th>
<th>FACT SHEET</th>
</tr>
</thead>
<tbody>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_TOP_40_LIFE">
<label>Old Mutual Top 40 Fund (LIFE)</label>
</div>
</td>
<td>Maximum Returns Available</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">-4.82</div>
<div class="third">9.73</div>
<div class="third">11.25</div>
</div>
</td>
<td class="advFPCentre">4</td>
<td class="advFPCentre">10 Yrs</td>
<td class="advFPCentre">0.20 </td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/personal-solutions/investments-and-savings/tax-free-plan/full-fund-list/OldMutualTop40LifeFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_RAF40_B1">
<label>Old Mutual RAFI 40 Index Fund</label>
</div>
</td>
<td>Maximum Returns Available</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">-7.48</div>
<div class="third">14.28</div>
<div class="third">9.70</div>
</div>
</td>
<td class="advFPCentre">4</td>
<td class="advFPCentre">10 Yrs</td>
<td class="advFPCentre">0.57 </td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualRAFI40TrackerFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_MSCI_WRLD_B1">
<label>Old Mutual MSCI World ESG Index Feeder Fund</label>
</div>
</td>
<td>Maximum Returns Available</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">30.50</div>
<div class="third">16.31</div>
<div class="third">19.41</div>
</div>
</td>
<td class="advFPCentre"></td>
<td class="advFPCentre">10 Yrs</td>
<td class="advFPCentre">0.25 </td>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualMSCIWorldESGIndexFeederFundA.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_MSCI_EMRG_B1">
<label>Old Mutual MSCI Emerging Markets ESG Index Feeder Fund</label>
</div>
</td>
<td>Maximum Returns Available</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">0.21</div>
<div class="third">-4.41</div>
<div class="third">6.04</div>
</div>
</td>
<td class="advFPCentre"></td>
<td class="advFPCentre">10 Yrs</td>
<td class="advFPCentre">0.25 </td>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualMSCIEmergingMarketsESGIndexFeederFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_ESG_EQUTY_B1">
<label>Old Mutual ESG Equity Fund</label>
</div>
</td>
<td>Maximum Returns Available</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">-5.24</div>
<div class="third">8.45</div>
<div class="third">N/A</div>
</div>
</td>
<td class="advFPCentre">4</td>
<td class="advFPCentre">10 Yrs</td>
<td class="advFPCentre">0.86 </td>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualESGEquityFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_MAX_RET_B1">
<label>Old Mutual Maximum Return Fund</label>
</div>
</td>
<td>Maximum Returns Available</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">8.33</div>
<div class="third">9.46</div>
<div class="third">10.02</div>
</div>
</td>
<td class="advFPCentre">4</td>
<td class="advFPCentre">10 Yrs</td>
<td class="advFPCentre">1.08 </td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OMMaximumReturnFoF.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_MNG_ALPEQ_B1">
<label>Old Mutual Managed Alpha Equity Fund</label>
</div>
</td>
<td>CPI + 5% - 7%</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">-6.60</div>
<div class="third">7.29</div>
<div class="third">5.78</div>
</div>
</td>
<td class="advFPCentre">4</td>
<td class="advFPCentre">7 - 10 Yrs</td>
<td class="advFPCentre">1.15 </td>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OMManagedAlphaEquityFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_INV_B1">
<label>Old Mutual Investors Fund</label>
</div>
</td>
<td>CPI + 5% - 7%</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">-4.72</div>
<div class="third">10.57</div>
<div class="third">5.36</div>
</div>
</td>
<td class="advFPCentre">4</td>
<td class="advFPCentre">7 - 10 Yrs</td>
<td class="advFPCentre">1.14 </td>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualInvestorsFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_GLOB_EQ_B1">
<label>Old Mutual Global Equity Fund</label>
</div>
</td>
<td>CPI + 5% - 7%</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">29.15</div>
<div class="third">16.72</div>
<div class="third">18.38</div>
</div>
</td>
<td class="advFPCentre">4</td>
<td class="advFPCentre">7 - 10 Yrs</td>
<td class="advFPCentre">1.54 </td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualGlobalEquityFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_FTSERAFI_B1">
<label>Old Mutual FTSE RAFI All World Index Feeder Fund</label>
</div>
</td>
<td>Maximum Returns Available</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">17.67</div>
<div class="third">15.28</div>
<div class="third">15.07</div>
</div>
</td>
<td class="advFPCentre">4</td>
<td class="advFPCentre">10 Yrs</td>
<td class="advFPCentre">0.51 </td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualGlobal-FTSE-RAFI-Fund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_FLEX_B1">
<label>Old Mutual Flexible Fund</label>
</div>
</td>
<td>CPI + 5% - 7%</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">3.19</div>
<div class="third">11.11</div>
<div class="third">8.92</div>
</div>
</td>
<td class="advFPCentre">4</td>
<td class="advFPCentre">7 - 10 Yrs</td>
<td class="advFPCentre">1.08 </td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualFlexibleFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_CAPSWIX_B1">
<label>Old Mutual Capped SWIX Index Fund</label>
</div>
</td>
<td>CPI + 5% - 7%</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">-3.13</div>
<div class="third">9.87</div>
<div class="third">7.07</div>
</div>
</td>
<td class="advFPCentre">4</td>
<td class="advFPCentre">7 - 10 Yrs</td>
<td class="advFPCentre">0.29 </td>
<td>
<a href="https://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OldMutualCappedSwixIndexFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="OM_ALB_EQUTY_B1">
<label>Old Mutual Albaraka Equity Fund</label>
</div>
</td>
<td>CPI + 5% - 7%</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">2.41</div>
<div class="third">10.70</div>
<div class="third">8.71</div>
</div>
</td>
<td class="advFPCentre">4</td>
<td class="advFPCentre">7 - 10 Yrs</td>
<td class="advFPCentre">1.25 </td>
<td>
<a href="http://www.oldmutual.co.za/docs/default-source/unit-trust/ut08factsheets/OMAlbarakaEquityFund.pdf" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
<tr>
<td>
<div class="radio">
<input id="Order_OrderProductList_0__PremiumScheduleList_0__ScheduleFundList_0__Code" name="Order.OrderProductList[0].PremiumScheduleList[0].ScheduleFundList[0].Code" type="radio" value="MAZI_CAP_EQU_B2">
<label>Mazi Asset Management Prime Equity Fund</label>
</div>
</td>
<td>Maximum Returns Available</td>
<td class="advFPCentre">
<div class="thirds">
<div class="third">-9.83</div>
<div class="third">9.06</div>
<div class="third">4.67</div>
</div>
</td>
<td class="advFPCentre">5</td>
<td class="advFPCentre">10 Yrs</td>
<td class="advFPCentre">0.86 </td>
<td>
<a href="http://www.mazi.co.za/products/fact-sheets/" class="pdf-link" target="_blank">
<img src="/Content/themes/img/pdf-icon-new.png">
</a>
</td>
</tr>
</tbody>
</table>
</div>
</div>
<p class="smaller mb20"> *Past Performance is no indication of future performance<br> **After fees<br> ***Performance Fees may apply in addition to the Asset Management Fee. Please refer to the Fund Fact sheet for details. </p>
<a href="javascript:void(0)" class="btn-lg btn primary right add-fund-picker">ADD SELECTED FUND</a>
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<h4 class="no-margin-b thin sub-heading">CHARGES:</h4>
<span class="no-strong"><strong>No advice fees </strong> are applicable when you invest online.</span>
</div>
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<span id="loading"></span>
<div class="clearfix"></div>
</form>POST /Tools/LeadsManagement/EmailLead
<form action="/Tools/LeadsManagement/EmailLead" autocomplete="on" class="frmEmailLead" id="frmEmailLead" method="post"><input name="__RequestVerificationToken" type="hidden"
value="s0feQa5x906CJx5Gj_UxZF3r9IXwpS_KYXfLkeEt6XzHrE0Epjb_xUX3PrzhkSOL3rj9fXhvfJ61qpF05XHORKVxicSXLlYli5rIQJlP10Q1"><input id="ProductGroup" name="ProductGroup" type="hidden" value="TFSA">
<div id="emailLeadForm" class="emailLeadForm">
<h1><strong>SEND</strong> MAIL <span class="icon-lock"></span></h1>
<div class="line-dotted"></div>
<label class="full">NAME</label>
<input class="einput required" id="Lead_Surname" name="Lead.Surname" title="Please enter your name" type="text" value="">
<label class="full">CONTACT NUMBER</label>
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<label class="full">SUBJECT</label>
<input class="einput" id="Lead_Subject" name="Lead.Subject" type="text" value="Old Mutual Invest enquiry">
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<textarea class="einput required" cols="20" id="Lead_Message" name="Lead.Message" rows="2" title="This is a required field"></textarea>
<br>
<div class="checkbox">
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</div>
<span class="align">SEND ME A COPY</span>
<div class="clearfix"></div>
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</p>
</div>
</div>
</form>Text Content
For help call
0860 665463
or LIVE CHAT
For help call 0860 665463
or LIVE CHAT
* The Old Mutual Invest Tax Free Plan adapts to your needs
* You can invest for as long as you want.
* You can invest a maximum of R36 000 for the current tax year and R500 000
in your lifetime. Even though there are limits as to how much you can
invest, there are no limits on the growth of your investment.
* You can increase, decrease, stop or restart your payments at any time.
* Your Old Mutual Invest Tax Free Plan is a long-term insurance policy that is
governed by long-term insurance tax legislation. This means:
* You can add beneficiaries to your plan, saving on executor fees.
* Your savings have some protection in case of your insolvency.
Your Old Mutual Invest Tax Free Plan is a long-term insurance policy that is
governed by long-term insurance and tax legislation. This means:
* You can add beneficiaries to your plan, saving on executor fees.
* Your savings have some protection in case of your insolvency.
* The Flexible Plan is an investment into unit trust funds
* You can invest for as long as you want.
* You can invest as much as you want (provided that no debit order payment
from your bank account is more than R 36 000 at a time).
* You can increase, decrease, stop or restart your payments at any time.
* Your contributions
* You can pay no more than R40 in a year. This graph shows you how much in a
tax year you are scheduled to contribute.
1 Setup
2Personal
Details
3Payment
Method
4Add a
Beneficiary
5Done
SETUP
TAX FREE PLAN
Contribute up to R36 000 in a tax year. All growth in your plan is tax free.
Are you investing on behalf of a minor?
YES
NO
Are you the parent or legal guardian of the minor?
PARENT
LEGAL GUARDIAN (appointed by the Court)
As the parent/legal guardian, you do not own the Plan, the minor does. It will
therefore not reflect as part of your portfolio.
You will be able to make changes to the Plan until the minor reaches the age of
18.
Do you already own any of these products?
* Old Mutual Invest Tax Free Plan
* Old Mutual Wealth Tax Free Investment
This application will not be processed if you already have an Old Mutual Invest
Tax Free Plan or an Old Mutual Wealth Tax Free Investment.
YES
NO
ONLY ONE TAX FREE PLAN IS ALLOWED PER PERSON.
This is so that we can efficiently monitor your contributions to ensure that you
do not exceed the annual (or lifetime) allowance.
You've decided to buy an additional FLEXIBLE PLAN
ONLY ONE TAX FREE PLAN IS ALLOWED PER PERSON.
This is so that we can efficiently monitor contributions to ensure that the
annual (or lifetime) allowance is not exceeded.
Some suggestions:
INVEST MORE INTO YOUR EXISTING TAX FREE PLAN
OLD MUTUAL INVEST TAX FREE PLAN
If you haven't exceeded your tax free allowance of R36 000 per tax year
(or R500 000 in your life time), you can invest more into your existing Tax Free
Plan as follows:
MAKE A LUMP SUM PAYMENT INTO YOUR PLAN (minimum of R1 000)
here's how
* Log on to MyPortfolio and submit the request online
or
* Complete and sign the applicable form below - and fax it to 0860 60 7500 or
0860 60 9500
* Click here to download the form if you purchased your Tax Free Plan online
* Click here to download the form if you purchased your Tax Free Plan through
an adviser or broker
ADD A REGULAR PAYMENT TO YOUR PLAN (minimum of R 250 monthly)
here's how
* Complete and sign the applicable form below - and fax it to 0860 60 7500 or
0860 60 9500
* Click here to download the form if you purchased your Tax Free Plan online
* Click here to download the form if you purchased your Tax Free Plan through
an adviser or broker
INCREASE THE AMOUNT OF YOUR REGULAR PAYMENT
here's how
* Complete and sign the applicable form below - and fax it to 0860 60 7500 or
0860 60 9500
* Click here to download the form if you purchased your Tax Free Plan online
* Click here to download the form if you purchased your Tax Free Plan through
an adviser or broker
Queries?
Call 0860 50 6070 Monday to Friday between 8am and 6pm or Saturday from 8am to
1pm.
--------------------------------------------------------------------------------
OLD MUTUAL WEALTH TAX FREE INVESTMENT
Contact your financial planner, or call the Old Mutual Wealth Service Centre on
0860 999 199
INVEST IN A NEW FLEXIBLE PLAN
If you are already contributing your maximum tax free allowance of R36 000 per
tax year into a Tax Free Savings Plan, you can invest any additional savings
into a Flexible Plan.
BUY FLEXIBLE PLAN
INVEST IN A TAX FREE PLAN ON BEHALF OF A MINOR
You can invest on behalf of a minor if you are his or her parent or legal
guardian.
INVEST FOR A MINOR
For help call
0860 665463
or LIVE CHAT
Choose how you'd like to invest in your Tax Free Plan
You can make regular payments, a lump sum payment, or a combination of both
REGULAR PAYMENT
A regular payment is a monthly payment and will be deducted from your account on
the date you select. Invest anything between R250 and R3000.
AMOUNT
Amount is required
HOW OFTEN
Monthly Yearly
Monthly
DEBIT ORDER START DATE
Pick a date
The maximum amount you can invest in a tax year in your Tax Free Plan is R
Would you like to invest the difference of R into a Flexible Plan?
YES
NO
The maximum amount you can invest in a tax year in your Tax Free Plan is R
Would you like to invest the difference of R and R lump sum in a Flexible Plan?
YES
NO
Please choose
how the regular payment should increase each year:
*
Linked with inflation
* Fixed Yearly Increase:
%
*
No increase
Your regular payment will increase every year to keep up with inflation.
Please choose a fund
Old Mutual Stable Growth Fund Old Mutual Real Income Fund Old Mutual Money
Market Fund Old Mutual Maximised Interest Fund (LIFE) Old Mutual Interest Plus
Fund Old Mutual Core Conservative Fund Old Mutual Bond Fund (LIFE) Sesfikile BCI
Property Fund Old Mutual SA Quoted Property Fund Old Mutual Moderate Balanced
Fund Old Mutual Dynamic Floor Fund Old Mutual Core Moderate Fund Old Mutual Core
Balanced Fund Old Mutual Balanced Fund Old Mutual Albaraka Balanced Fund Old
Mutual Top 40 Fund (LIFE) Old Mutual RAFI 40 Index Fund Old Mutual MSCI World
ESG Index Feeder Fund Old Mutual MSCI Emerging Markets ESG Index Feeder Fund Old
Mutual ESG Equity Fund Old Mutual Maximum Return Fund Old Mutual Managed Alpha
Equity Fund Old Mutual Investors Fund Old Mutual Global Equity Fund Old Mutual
FTSE RAFI All World Index Feeder Fund Old Mutual Flexible Fund Old Mutual Capped
SWIX Index Fund Old Mutual Albaraka Equity Fund Mazi Asset Management Prime
Equity Fund
Choose fund
% SPLIT
VALUE 500
Please choose a fund
Old Mutual Stable Growth Fund Old Mutual Real Income Fund Old Mutual Money
Market Fund Old Mutual Maximised Interest Fund (LIFE) Old Mutual Interest Plus
Fund Old Mutual Core Conservative Fund Old Mutual Bond Fund (LIFE) Sesfikile BCI
Property Fund Old Mutual SA Quoted Property Fund Old Mutual Moderate Balanced
Fund Old Mutual Dynamic Floor Fund Old Mutual Core Moderate Fund Old Mutual Core
Balanced Fund Old Mutual Balanced Fund Old Mutual Albaraka Balanced Fund Old
Mutual Top 40 Fund (LIFE) Old Mutual RAFI 40 Index Fund Old Mutual MSCI World
ESG Index Feeder Fund Old Mutual MSCI Emerging Markets ESG Index Feeder Fund Old
Mutual ESG Equity Fund Old Mutual Maximum Return Fund Old Mutual Managed Alpha
Equity Fund Old Mutual Investors Fund Old Mutual Global Equity Fund Old Mutual
FTSE RAFI All World Index Feeder Fund Old Mutual Flexible Fund Old Mutual Capped
SWIX Index Fund Old Mutual Albaraka Equity Fund Mazi Asset Management Prime
Equity Fund
Choose fund
LOW RISK GROWTH - Old Mutual Maximised Interest Fund (LIFE)
*
LOW RISK GROWTHFund details
Old Mutual Stable Growth Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET2 - 3 Yrs
1 yr3 yr5 yr
3.99%
8.14%
7.14%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM2 - 3 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
3.99%
8.14%
7.14%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
LOW RISK GROWTHFund details
Old Mutual Real Income Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET1 - 2 Yrs
1 yr3 yr5 yr
8.83%
7.54%
6.58%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM1 - 2 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
8.83%
7.54%
6.58%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
LOW RISK GROWTHFund details
Old Mutual Money Market Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET0 - 1 Yr
1 yr3 yr5 yr
8.18%
5.75%
5.99%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM0 - 1 YrPAST
PERFORMANCE
1 yr3 yr5 yr
8.18%
5.75%
5.99%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
LOW RISK GROWTHFund details
Old Mutual Maximised Interest Fund (LIFE)
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET1 - 2 Yrs
1 yr3 yr5 yr
9.51%
7.07%
7.15%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM1 - 2 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
9.51%
7.07%
7.15%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
LOW RISK GROWTHFund details
Old Mutual Interest Plus Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET1 - 2 Yrs
1 yr3 yr5 yr
8.67%
6.06%
6.18%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM1 - 2 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
8.67%
6.06%
6.18%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
LOW RISK GROWTHFund details
Old Mutual Core Conservative Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET2 - 3 Yrs
1 yr3 yr5 yr
8.52%
8.70%
8.45%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM2 - 3 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
8.52%
8.70%
8.45%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
LOW RISK GROWTHFund details
Old Mutual Bond Fund (LIFE)
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET1 - 2 Yrs
1 yr3 yr5 yr
5.53%
6.54%
7.13%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM1 - 2 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
5.53%
6.54%
7.13%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
*
MEDIUM RISK GROWTHFund details
Sesfikile BCI Property Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET5 - 7 Yrs
1 yr3 yr5 yr
15.87%
16.42%
0.96%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM5 - 7 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
15.87%
16.42%
0.96%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
MEDIUM RISK GROWTHFund details
Old Mutual SA Quoted Property Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET5 - 7 Yrs
1 yr3 yr5 yr
16.47%
16.73%
0.91%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM5 - 7 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
16.47%
16.73%
0.91%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
MEDIUM RISK GROWTHFund details
Old Mutual Moderate Balanced Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET3 - 5 Yrs
1 yr3 yr5 yr
4.00%
8.91%
7.38%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM3 - 5 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
4.00%
8.91%
7.38%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
MEDIUM RISK GROWTHFund details
Old Mutual Dynamic Floor Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET5 - 7 Yrs
1 yr3 yr5 yr
3.75%
5.51%
5.59%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM5 - 7 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
3.75%
5.51%
5.59%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
MEDIUM RISK GROWTHFund details
Old Mutual Core Moderate Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET3 - 5 Yrs
1 yr3 yr5 yr
7.60%
9.45%
8.62%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM3 - 5 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
7.60%
9.45%
8.62%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
MEDIUM RISK GROWTHFund details
Old Mutual Core Balanced Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET5 - 7 Yrs
1 yr3 yr5 yr
9.71%
11.24%
9.37%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM5 - 7 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
9.71%
11.24%
9.37%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
MEDIUM RISK GROWTHFund details
Old Mutual Balanced Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET5 - 7 Yrs
1 yr3 yr5 yr
4.89%
9.83%
8.47%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM5 - 7 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
4.89%
9.83%
8.47%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
MEDIUM RISK GROWTHFund details
Old Mutual Albaraka Balanced Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET5 - 7 Yrs
1 yr3 yr5 yr
7.32%
9.52%
8.48%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM5 - 7 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
7.32%
9.52%
8.48%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
*
HIGH RISK GROWTHFund details
Old Mutual Top 40 Fund (LIFE)
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET10 Yrs
1 yr3 yr5 yr
-4.82%
9.73%
11.25%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
-4.82%
9.73%
11.25%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
HIGH RISK GROWTHFund details
Old Mutual RAFI 40 Index Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET10 Yrs
1 yr3 yr5 yr
-7.48%
14.28%
9.70%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
-7.48%
14.28%
9.70%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
HIGH RISK GROWTHFund details
Old Mutual MSCI World ESG Index Feeder Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET10 Yrs
1 yr3 yr5 yr
30.50%
16.31%
19.41%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
30.50%
16.31%
19.41%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
HIGH RISK GROWTHFund details
Old Mutual MSCI Emerging Markets ESG Index Feeder Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET10 Yrs
1 yr3 yr5 yr
0.21%
-4.41%
6.04%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
0.21%
-4.41%
6.04%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
HIGH RISK GROWTHFund details
Old Mutual ESG Equity Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET10 Yrs
1 yr3 yr5 yr
-5.24%
8.45%
N/A%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
-5.24%
8.45%
N/A%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
HIGH RISK GROWTHFund details
Old Mutual Maximum Return Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET10 Yrs
1 yr3 yr5 yr
8.33%
9.46%
10.02%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
8.33%
9.46%
10.02%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
HIGH RISK GROWTHFund details
Old Mutual Managed Alpha Equity Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET7 - 10 Yrs
1 yr3 yr5 yr
-6.60%
7.29%
5.78%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM7 - 10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
-6.60%
7.29%
5.78%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
HIGH RISK GROWTHFund details
Old Mutual Investors Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET7 - 10 Yrs
1 yr3 yr5 yr
-4.72%
10.57%
5.36%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM7 - 10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
-4.72%
10.57%
5.36%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
HIGH RISK GROWTHFund details
Old Mutual Global Equity Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET7 - 10 Yrs
1 yr3 yr5 yr
29.15%
16.72%
18.38%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM7 - 10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
29.15%
16.72%
18.38%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
HIGH RISK GROWTHFund details
Old Mutual FTSE RAFI All World Index Feeder Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET10 Yrs
1 yr3 yr5 yr
17.67%
15.28%
15.07%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
17.67%
15.28%
15.07%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
HIGH RISK GROWTHFund details
Old Mutual Flexible Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET7 - 10 Yrs
1 yr3 yr5 yr
3.19%
11.11%
8.92%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM7 - 10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
3.19%
11.11%
8.92%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
HIGH RISK GROWTHFund details
Old Mutual Capped SWIX Index Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET7 - 10 Yrs
1 yr3 yr5 yr
-3.13%
9.87%
7.07%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM7 - 10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
-3.13%
9.87%
7.07%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
HIGH RISK GROWTHFund details
Old Mutual Albaraka Equity Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET7 - 10 Yrs
1 yr3 yr5 yr
2.41%
10.70%
8.71%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM7 - 10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
2.41%
10.70%
8.71%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
HIGH RISK GROWTHFund details
Mazi Asset Management Prime Equity Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET10 Yrs
1 yr3 yr5 yr
-9.83%
9.06%
4.67%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
-9.83%
9.06%
4.67%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
* Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
MORE OPTIONS?View Advanced Fund Picker (For experienced investors)
% SPLIT
VALUE 500
+ ADD ANOTHER FUND + ADD FUND
TOTALS:
0 %
R 500
Split evenly across funds
LUMP SUM PAYMENT
A lump sum payment is a once off payment and it will be debited from your
account on the date you select. Invest anything between R5000 and R36000.
Amount
Amount is required
Debit Order Payment Date
Pick a date
The maximum amount you can invest in a tax year in your Tax Free Plan is R
With the contributions already made, the maximum amount you can invest in your
Tax Free Plan is R.
Would you like to invest the difference of R into a Flexible Plan?
YES
NO
Please choose a fund
Old Mutual Stable Growth Fund Old Mutual Real Income Fund Old Mutual Money
Market Fund Old Mutual Maximised Interest Fund (LIFE) Old Mutual Interest Plus
Fund Old Mutual Core Conservative Fund Old Mutual Bond Fund (LIFE) Sesfikile BCI
Property Fund Old Mutual SA Quoted Property Fund Old Mutual Moderate Balanced
Fund Old Mutual Dynamic Floor Fund Old Mutual Core Moderate Fund Old Mutual Core
Balanced Fund Old Mutual Balanced Fund Old Mutual Albaraka Balanced Fund Old
Mutual Top 40 Fund (LIFE) Old Mutual RAFI 40 Index Fund Old Mutual MSCI World
ESG Index Feeder Fund Old Mutual MSCI Emerging Markets ESG Index Feeder Fund Old
Mutual ESG Equity Fund Old Mutual Maximum Return Fund Old Mutual Managed Alpha
Equity Fund Old Mutual Investors Fund Old Mutual Global Equity Fund Old Mutual
FTSE RAFI All World Index Feeder Fund Old Mutual Flexible Fund Old Mutual Capped
SWIX Index Fund Old Mutual Albaraka Equity Fund Mazi Asset Management Prime
Equity Fund
Choose fund
% SPLIT
VALUE 1000
Please choose a fund
Old Mutual Stable Growth Fund Old Mutual Real Income Fund Old Mutual Money
Market Fund Old Mutual Maximised Interest Fund (LIFE) Old Mutual Interest Plus
Fund Old Mutual Core Conservative Fund Old Mutual Bond Fund (LIFE) Sesfikile BCI
Property Fund Old Mutual SA Quoted Property Fund Old Mutual Moderate Balanced
Fund Old Mutual Dynamic Floor Fund Old Mutual Core Moderate Fund Old Mutual Core
Balanced Fund Old Mutual Balanced Fund Old Mutual Albaraka Balanced Fund Old
Mutual Top 40 Fund (LIFE) Old Mutual RAFI 40 Index Fund Old Mutual MSCI World
ESG Index Feeder Fund Old Mutual MSCI Emerging Markets ESG Index Feeder Fund Old
Mutual ESG Equity Fund Old Mutual Maximum Return Fund Old Mutual Managed Alpha
Equity Fund Old Mutual Investors Fund Old Mutual Global Equity Fund Old Mutual
FTSE RAFI All World Index Feeder Fund Old Mutual Flexible Fund Old Mutual Capped
SWIX Index Fund Old Mutual Albaraka Equity Fund Mazi Asset Management Prime
Equity Fund
Choose fund
LOW RISK GROWTH - Old Mutual Maximised Interest Fund (LIFE)
*
LOW RISK GROWTHFund details
Old Mutual Stable Growth Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET2 - 3 Yrs
1 yr3 yr5 yr
3.99%
8.14%
7.14%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM2 - 3 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
3.99%
8.14%
7.14%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
LOW RISK GROWTHFund details
Old Mutual Real Income Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET1 - 2 Yrs
1 yr3 yr5 yr
8.83%
7.54%
6.58%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM1 - 2 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
8.83%
7.54%
6.58%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
LOW RISK GROWTHFund details
Old Mutual Money Market Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET0 - 1 Yr
1 yr3 yr5 yr
8.18%
5.75%
5.99%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM0 - 1 YrPAST
PERFORMANCE
1 yr3 yr5 yr
8.18%
5.75%
5.99%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
LOW RISK GROWTHFund details
Old Mutual Maximised Interest Fund (LIFE)
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET1 - 2 Yrs
1 yr3 yr5 yr
9.51%
7.07%
7.15%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM1 - 2 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
9.51%
7.07%
7.15%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
LOW RISK GROWTHFund details
Old Mutual Interest Plus Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET1 - 2 Yrs
1 yr3 yr5 yr
8.67%
6.06%
6.18%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM1 - 2 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
8.67%
6.06%
6.18%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
LOW RISK GROWTHFund details
Old Mutual Core Conservative Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET2 - 3 Yrs
1 yr3 yr5 yr
8.52%
8.70%
8.45%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM2 - 3 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
8.52%
8.70%
8.45%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
LOW RISK GROWTHFund details
Old Mutual Bond Fund (LIFE)
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET1 - 2 Yrs
1 yr3 yr5 yr
5.53%
6.54%
7.13%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM1 - 2 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
5.53%
6.54%
7.13%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
*
MEDIUM RISK GROWTHFund details
Sesfikile BCI Property Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET5 - 7 Yrs
1 yr3 yr5 yr
15.87%
16.42%
0.96%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM5 - 7 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
15.87%
16.42%
0.96%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
MEDIUM RISK GROWTHFund details
Old Mutual SA Quoted Property Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET5 - 7 Yrs
1 yr3 yr5 yr
16.47%
16.73%
0.91%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM5 - 7 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
16.47%
16.73%
0.91%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
MEDIUM RISK GROWTHFund details
Old Mutual Moderate Balanced Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET3 - 5 Yrs
1 yr3 yr5 yr
4.00%
8.91%
7.38%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM3 - 5 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
4.00%
8.91%
7.38%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
MEDIUM RISK GROWTHFund details
Old Mutual Dynamic Floor Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET5 - 7 Yrs
1 yr3 yr5 yr
3.75%
5.51%
5.59%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM5 - 7 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
3.75%
5.51%
5.59%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
MEDIUM RISK GROWTHFund details
Old Mutual Core Moderate Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET3 - 5 Yrs
1 yr3 yr5 yr
7.60%
9.45%
8.62%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM3 - 5 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
7.60%
9.45%
8.62%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
MEDIUM RISK GROWTHFund details
Old Mutual Core Balanced Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET5 - 7 Yrs
1 yr3 yr5 yr
9.71%
11.24%
9.37%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM5 - 7 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
9.71%
11.24%
9.37%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
MEDIUM RISK GROWTHFund details
Old Mutual Balanced Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET5 - 7 Yrs
1 yr3 yr5 yr
4.89%
9.83%
8.47%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM5 - 7 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
4.89%
9.83%
8.47%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
MEDIUM RISK GROWTHFund details
Old Mutual Albaraka Balanced Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET5 - 7 Yrs
1 yr3 yr5 yr
7.32%
9.52%
8.48%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM5 - 7 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
7.32%
9.52%
8.48%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
*
HIGH RISK GROWTHFund details
Old Mutual Top 40 Fund (LIFE)
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET10 Yrs
1 yr3 yr5 yr
-4.82%
9.73%
11.25%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
-4.82%
9.73%
11.25%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
HIGH RISK GROWTHFund details
Old Mutual RAFI 40 Index Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET10 Yrs
1 yr3 yr5 yr
-7.48%
14.28%
9.70%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
-7.48%
14.28%
9.70%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
HIGH RISK GROWTHFund details
Old Mutual MSCI World ESG Index Feeder Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET10 Yrs
1 yr3 yr5 yr
30.50%
16.31%
19.41%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
30.50%
16.31%
19.41%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
HIGH RISK GROWTHFund details
Old Mutual MSCI Emerging Markets ESG Index Feeder Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET10 Yrs
1 yr3 yr5 yr
0.21%
-4.41%
6.04%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
0.21%
-4.41%
6.04%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
HIGH RISK GROWTHFund details
Old Mutual ESG Equity Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET10 Yrs
1 yr3 yr5 yr
-5.24%
8.45%
N/A%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
-5.24%
8.45%
N/A%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
HIGH RISK GROWTHFund details
Old Mutual Maximum Return Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET10 Yrs
1 yr3 yr5 yr
8.33%
9.46%
10.02%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
8.33%
9.46%
10.02%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
HIGH RISK GROWTHFund details
Old Mutual Managed Alpha Equity Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET7 - 10 Yrs
1 yr3 yr5 yr
-6.60%
7.29%
5.78%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM7 - 10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
-6.60%
7.29%
5.78%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
HIGH RISK GROWTHFund details
Old Mutual Investors Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET7 - 10 Yrs
1 yr3 yr5 yr
-4.72%
10.57%
5.36%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM7 - 10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
-4.72%
10.57%
5.36%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
HIGH RISK GROWTHFund details
Old Mutual Global Equity Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET7 - 10 Yrs
1 yr3 yr5 yr
29.15%
16.72%
18.38%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM7 - 10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
29.15%
16.72%
18.38%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
HIGH RISK GROWTHFund details
Old Mutual FTSE RAFI All World Index Feeder Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET10 Yrs
1 yr3 yr5 yr
17.67%
15.28%
15.07%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
17.67%
15.28%
15.07%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
HIGH RISK GROWTHFund details
Old Mutual Flexible Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET7 - 10 Yrs
1 yr3 yr5 yr
3.19%
11.11%
8.92%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM7 - 10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
3.19%
11.11%
8.92%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
HIGH RISK GROWTHFund details
Old Mutual Capped SWIX Index Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET7 - 10 Yrs
1 yr3 yr5 yr
-3.13%
9.87%
7.07%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM7 - 10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
-3.13%
9.87%
7.07%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
HIGH RISK GROWTHFund details
Old Mutual Albaraka Equity Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET7 - 10 Yrs
1 yr3 yr5 yr
2.41%
10.70%
8.71%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM7 - 10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
2.41%
10.70%
8.71%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
HIGH RISK GROWTHFund details
Mazi Asset Management Prime Equity Fund
Fund details
RECOMMENDED
INVESTMENT TERMPAST
PERFORMANCEFACT
SHEET10 Yrs
1 yr3 yr5 yr
-9.83%
9.06%
4.67%
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
RECOMMENDED
INVESTMENT TERM10 YrsPAST
PERFORMANCE
1 yr3 yr5 yr
-9.83%
9.06%
4.67%
FACT
SHEET
Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
* Certain information in the fund fact sheets is not applicable when these
funds are accessed using the Tax Free Plan. This includes minimum investment
limits, initial administration charges, initial adviser fees and exit fees.
MORE OPTIONS?View Advanced Fund Picker (For experienced investors)
% SPLIT
VALUE 1000
+ ADD ANOTHER FUND + ADD FUND
TOTALS:
0 %
R 1000
Split evenly across funds
ADVANCED FUND PICKER
Certain information in the fund fact sheets is not applicable when these funds
are accessed using the Tax Free Plan. This includes minimum investment limits,
initial administration charges, initial adviser fees and exit fees.
LOW RISK GROWTH
MORE
EXPECTED PERFORMANCE PAST PERFORMANCE 1yr 3yr 5yr RISK 1=Lowest 5=Highest
RECOMMENDED TERMASSET MANAGEMENT FEE p.a. %FACT SHEET
UNDERLYING FUND EXPECTED PERFORMANCE PAST PERFORMANCE
1yr 3yr 5yr
RISK
1=Lowest 5=Highest
RECOMMENDED TERM ASSET MANAGEMENT FEE p.a. % FACT SHEET
Old Mutual Stable Growth Fund
CPI + 2% - 3%
3.99
8.14
7.14
2 2 - 3 Yrs 1.08
Old Mutual Real Income Fund
Enhanced Income
8.83
7.54
6.58
2 1 - 2 Yrs 0.52
Old Mutual Money Market Fund
Cash
8.18
5.75
5.99
1 0 - 1 Yr 0.29
Old Mutual Maximised Interest Fund (LIFE)
Enhanced Income
9.51
7.07
7.15
2 1 - 2 Yrs 0.00
Old Mutual Interest Plus Fund
Enhanced Income
8.67
6.06
6.18
1 1 - 2 Yrs 0.46
Old Mutual Core Conservative Fund
CPI + 2% - 3%
8.52
8.70
8.45
2 2 - 3 Yrs 0.29
Old Mutual Bond Fund (LIFE)
Enhanced Income
5.53
6.54
7.13
2 1 - 2 Yrs 0.75
MEDIUM RISK GROWTH
MORE
EXPECTED PERFORMANCE** PAST PERFORMANCE* 1 yr%3 yr%5 yr % RISK 1=lowest5=highest
RECOMMENDEDTERMASSET MANAGEMENT FEE p.a. %FACT SHEET
UNDERLYING FUND EXPECTED PERFORMANCE** PAST PERFORMANCE*
1 yr%3 yr%5 yr %
RISK
1=lowest
5=highest
RECOMMENDED
TERM ASSET MANAGEMENT
FEE p.a. % FACT SHEET
Sesfikile BCI Property Fund
CPI + 4% - 5%
15.87
16.42
0.96
5 - 7 Yrs 1.03
Old Mutual SA Quoted Property Fund
CPI + 4% - 5%
16.47
16.73
0.91
4 5 - 7 Yrs 0.97
Old Mutual Moderate Balanced Fund
CPI + 3% - 4%
4.00
8.91
7.38
3 3 - 5 Yrs 1.08
Old Mutual Dynamic Floor Fund
CPI + 4% - 5%
3.75
5.51
5.59
3 5 - 7 Yrs 1.14
Old Mutual Core Moderate Fund
CPI + 3% - 4%
7.60
9.45
8.62
3 - 5 Yrs 0.29
Old Mutual Core Balanced Fund
CPI + 4% - 5%
9.71
11.24
9.37
3 5 - 7 Yrs 0.29
Old Mutual Balanced Fund
CPI + 4% - 5%
4.89
9.83
8.47
3 5 - 7 Yrs 1.08
Old Mutual Albaraka Balanced Fund
CPI + 4% - 5%
7.32
9.52
8.48
3 5 - 7 Yrs 1.14
HIGH RISK GROWTH
MORE
EXPECTED PERFORMANCE** PAST PERFORMANCE* 1 yr%3 yr%5 yr % RISK 1=lowest5=highest
RECOMMENDEDTERMASSET MANAGEMENTFEE p.a %FACT SHEET
UNDERLYING FUND EXPECTED PERFORMANCE** PAST PERFORMANCE*
1 yr%3 yr%5 yr %
RISK
1=lowest
5=highest
RECOMMENDED
TERM ASSET MANAGEMENT
FEE p.a % FACT SHEET
Old Mutual Top 40 Fund (LIFE)
Maximum Returns Available
-4.82
9.73
11.25
4 10 Yrs 0.20
Old Mutual RAFI 40 Index Fund
Maximum Returns Available
-7.48
14.28
9.70
4 10 Yrs 0.57
Old Mutual MSCI World ESG Index Feeder Fund
Maximum Returns Available
30.50
16.31
19.41
10 Yrs 0.25
Old Mutual MSCI Emerging Markets ESG Index Feeder Fund
Maximum Returns Available
0.21
-4.41
6.04
10 Yrs 0.25
Old Mutual ESG Equity Fund
Maximum Returns Available
-5.24
8.45
N/A
4 10 Yrs 0.86
Old Mutual Maximum Return Fund
Maximum Returns Available
8.33
9.46
10.02
4 10 Yrs 1.08
Old Mutual Managed Alpha Equity Fund
CPI + 5% - 7%
-6.60
7.29
5.78
4 7 - 10 Yrs 1.15
Old Mutual Investors Fund
CPI + 5% - 7%
-4.72
10.57
5.36
4 7 - 10 Yrs 1.14
Old Mutual Global Equity Fund
CPI + 5% - 7%
29.15
16.72
18.38
4 7 - 10 Yrs 1.54
Old Mutual FTSE RAFI All World Index Feeder Fund
Maximum Returns Available
17.67
15.28
15.07
4 10 Yrs 0.51
Old Mutual Flexible Fund
CPI + 5% - 7%
3.19
11.11
8.92
4 7 - 10 Yrs 1.08
Old Mutual Capped SWIX Index Fund
CPI + 5% - 7%
-3.13
9.87
7.07
4 7 - 10 Yrs 0.29
Old Mutual Albaraka Equity Fund
CPI + 5% - 7%
2.41
10.70
8.71
4 7 - 10 Yrs 1.25
Mazi Asset Management Prime Equity Fund
Maximum Returns Available
-9.83
9.06
4.67
5 10 Yrs 0.86
ADD SELECTED FUND
1 1 March - 28 February
R0
R 500
R36 000
YOUR REGULAR PAYMENT AMOUNT WILL REDUCE NEXT YEAR
To ensure that you do not exceed the annual tax free allowance, we will reduce
your regular payment in the next tax year.
YOUR CONTRIBUTIONS
You can invest a maximum of R36 000 in a tax year.
The jar shows you how much you will be contributing in a tax year based on the
payments you have selected. It also shows you how much you can still contribute.
YOUR CONTRIBUTIONS
You can invest a maximum of R36 000 in a tax year.
The jars show you how much you will be contributing in a tax year based on the
payments you have selected. It also shows you how much you can still contribute.
YOUR CONTRIBUTIONS
THIS TAX YEAR
(1 monthly payment left)
1 MARCH 2023 - 29 FEBRUARY 2024
LUMP SUM PAYMENT: REGULAR MONTHLY PAYMENT: REGULAR YEARLY PAYMENT:
R36 000
STILL ALLOWED
EXPECTED PAYMENTS
ALREADY CONTRIBUTED
NEXT TAX YEAR
(1 monthly payments left)
LUMP SUM PAYMENT: REGULAR MONTHLY PAYMENT: REGULAR YEARLY PAYMENT:
R36 000*
STILL ALLOWED
EXPECTED PAYMENTS
ALREADY CONTRIBUTED
* Next year’s tax free limit is subject to change by Government
ADVANCED FUND PICKER ADD SELECTED FUND
Certain information in the fund fact sheets is not applicable when these funds
are accessed using the Tax Free Plan. This includes minimum investment limits,
initial administration charges, initial adviser fees and exit fees.
LOW RISK GROWTH
UNDERLYING FUND EXPECTED PERFORMANCE** PAST PERFORMANCE*
1 yr%3 yr%5 yr %
RISK
1=lowest
5=highest
RECOMMENDED
TERM ASSET MANAGEMENT
FEE p.a % FACT SHEET
Old Mutual Stable Growth Fund
CPI + 2% - 3%
3.99
8.14
7.14
2 2 - 3 Yrs 1.08
Old Mutual Real Income Fund
Enhanced Income
8.83
7.54
6.58
2 1 - 2 Yrs 0.52
Old Mutual Money Market Fund
Cash
8.18
5.75
5.99
1 0 - 1 Yr 0.29
Old Mutual Maximised Interest Fund (LIFE)
Enhanced Income
9.51
7.07
7.15
2 1 - 2 Yrs 0.00
Old Mutual Interest Plus Fund
Enhanced Income
8.67
6.06
6.18
1 1 - 2 Yrs 0.46
Old Mutual Core Conservative Fund
CPI + 2% - 3%
8.52
8.70
8.45
2 2 - 3 Yrs 0.29
Old Mutual Bond Fund (LIFE)
Enhanced Income
5.53
6.54
7.13
2 1 - 2 Yrs 0.75
MEDIUM RISK GROWTH
UNDERLYING FUND EXPECTED PERFORMANCE** PAST PERFORMANCE*
1 yr%3 yr%5 yr %
RISK
1=lowest
5=highest
RECOMMENDED
TERM ASSET MANAGEMENT
FEE p.a. % FACT SHEET
Sesfikile BCI Property Fund
CPI + 4% - 5%
15.87
16.42
0.96
5 - 7 Yrs 1.03
Old Mutual SA Quoted Property Fund
CPI + 4% - 5%
16.47
16.73
0.91
4 5 - 7 Yrs 0.97
Old Mutual Moderate Balanced Fund
CPI + 3% - 4%
4.00
8.91
7.38
3 3 - 5 Yrs 1.08
Old Mutual Dynamic Floor Fund
CPI + 4% - 5%
3.75
5.51
5.59
3 5 - 7 Yrs 1.14
Old Mutual Core Moderate Fund
CPI + 3% - 4%
7.60
9.45
8.62
3 - 5 Yrs 0.29
Old Mutual Core Balanced Fund
CPI + 4% - 5%
9.71
11.24
9.37
3 5 - 7 Yrs 0.29
Old Mutual Balanced Fund
CPI + 4% - 5%
4.89
9.83
8.47
3 5 - 7 Yrs 1.08
Old Mutual Albaraka Balanced Fund
CPI + 4% - 5%
7.32
9.52
8.48
3 5 - 7 Yrs 1.14
HIGH RISK GROWTH
UNDERLYING FUND EXPECTED PERFORMANCE** PAST PERFORMANCE*
1 yr%3 yr%5 yr %
RISK
1=lowest
5=highest
RECOMMENDED
TERM ASSET MANAGEMENT
FEE p.a % FACT SHEET
Old Mutual Top 40 Fund (LIFE)
Maximum Returns Available
-4.82
9.73
11.25
4 10 Yrs 0.20
Old Mutual RAFI 40 Index Fund
Maximum Returns Available
-7.48
14.28
9.70
4 10 Yrs 0.57
Old Mutual MSCI World ESG Index Feeder Fund
Maximum Returns Available
30.50
16.31
19.41
10 Yrs 0.25
Old Mutual MSCI Emerging Markets ESG Index Feeder Fund
Maximum Returns Available
0.21
-4.41
6.04
10 Yrs 0.25
Old Mutual ESG Equity Fund
Maximum Returns Available
-5.24
8.45
N/A
4 10 Yrs 0.86
Old Mutual Maximum Return Fund
Maximum Returns Available
8.33
9.46
10.02
4 10 Yrs 1.08
Old Mutual Managed Alpha Equity Fund
CPI + 5% - 7%
-6.60
7.29
5.78
4 7 - 10 Yrs 1.15
Old Mutual Investors Fund
CPI + 5% - 7%
-4.72
10.57
5.36
4 7 - 10 Yrs 1.14
Old Mutual Global Equity Fund
CPI + 5% - 7%
29.15
16.72
18.38
4 7 - 10 Yrs 1.54
Old Mutual FTSE RAFI All World Index Feeder Fund
Maximum Returns Available
17.67
15.28
15.07
4 10 Yrs 0.51
Old Mutual Flexible Fund
CPI + 5% - 7%
3.19
11.11
8.92
4 7 - 10 Yrs 1.08
Old Mutual Capped SWIX Index Fund
CPI + 5% - 7%
-3.13
9.87
7.07
4 7 - 10 Yrs 0.29
Old Mutual Albaraka Equity Fund
CPI + 5% - 7%
2.41
10.70
8.71
4 7 - 10 Yrs 1.25
Mazi Asset Management Prime Equity Fund
Maximum Returns Available
-9.83
9.06
4.67
5 10 Yrs 0.86
*Past Performance is no indication of future performance
**After fees
***Performance Fees may apply in addition to the Asset Management Fee. Please
refer to the Fund Fact sheet for details.
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