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Home > Financial Services > Mutual Funds > Old Mutual Investment Funds
Old Mutual Investment Funds
Old Mutual Investment Funds is the US asset management group of Old Mutual plc, a successful financial services company with a long history of providing sophisticated products to a diverse client base. Old Mutual Asset Management affiliates offer two distinct categories of mutual funds to help individuals meet their investment goals: single-strategy mutual funds and Pure Portfolios diversified asset allocation funds. Specifically capitalizing on the economies of scale that a 226.3 billion dollars organization affords and brought best-practice risk management, technology, legal and distribution capabilities to the company affiliates.
Old Mutual Analytic Disciplined Equity ‘A’ Fund seeks total return on investments. The fund ordinarily invests at least 80 percent of assets in U.S. corporate common stocks and other equity-related securities such as options and futures, warrants, and convertibles. While the fund may invest in companies of any size, it usually invests in medium to large capitalization companies of over 2 billion dollars at the time of purchase. It may also invest, without limitation, in high-grade, U.S. dollar denominated debt securities and cash equivalents for temporary defensive purposes.
The Old Mutual Asset Allocation Conservative ‘A’ Fund seeks to provide investors with current income and preservation of capital. Under normal market conditions, the fund expects to invest approximately 30 percent of its total assets in equity securities of large, medium and small sized companies, 50 percent of its total assets in long or intermediate-term fixed income securities and 20 percent of its total assets in short-term fixed income and money market instruments.
The Old Mutual Emerging Growth ‘Z’ Fund seeks long-term growth of capital. The fund normally invests at least 80 percent of its assets in equities of small sized companies. These companies generally have market capitalizations similar to the market capitalizations of the companies in the Russell 2000 Growth Index. The fund may invest, without limitation, in high-grade, U.S. dollar denominated debt securities and cash equivalents for temporary defensive purposes.
Investors are advised no to pay too much attention to the top-performing funds over the past 12 months. Recent performance does not necessarily mean they will always out perform other mutual funds. It is the successful long term mutual funds performance and consistency that you should pay close attention to. You should also watch the annual fees or charges for the mutual funds investment. In general, you don't want to choose a high-expense fund if there is an equally attractive fund with lower expenses.
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