OM Invest

Old Mutual Invest
Save. Invest. Prosper.

Save for your child's education, your retirement, a holiday or any future goals and dreams by investing in the Old Mutual Invest Tax Free Plan or the Old Mutual Invest Flexible Plan.

  • Take advantage of your yearly tax-free allowance PLUS ability to invest more.
  • Choose how to pay - make regular payments, lump sum payments, or both.
  • Increase, decrease, start or stop your regular payments at any time.
  • Invest for as long as you want - no fixed investment terms.
  • Choose from a range of underlying investment funds.

Choose the plan that's right for you:

Tax Free Plan

  • Invest up to R33 000 every tax year and take advantage of the tax-free allowance.
  • Invest between R170 and R2 750 per month or make lump sum payments.
  • All investment growth is tax-free.
  • Access your money when you need to - with no penalties.

If you invest R1 000 per month for 10 years,
your savings could be worth:

What you put inR120 000
+
Potential growth less charges:R93 357
+
Tax savings:R10 729
=
Your savings*R224 086
 

Flexible Plan

  • No limit as to how much you can invest.
  • Start investing from R350 per month or make lump sum payments.
  • Investment growth is subject to personal tax.
  • Access your money when you need to - with no penalties.

If you invest R1 000 per month for 10 years,
your savings could be worth:

What you
put in: 
R120 000
+
Potential growth less charges: R93 357
=
Your savings* R213 357
 
*These projections are based on investments into the Old Mutual Balanced Fund. These amounts are not guaranteed and are shown for illustration purpose only.
 

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Please note our working hours are 08:00 to 17:00 weekdays.
 

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HAVE YOU REGISTERED ONLINE WITH US (MyPortfolio)?

 
 
 

HAVE YOU REGISTERED ONLINE WITH US (MyPortfolio)?

 
 

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