Why Invest In The Old Mutual Funds

Pooled resources
Savings from a number of investors are pooled together to form a fund This allows the fund managers to buy assets from a position of strength in a diversified portfolio. All the investors in the Old Mutual Funds share proportionately in the gains and losses of the fund.

The Diversified Portfolio
Spreading your investment reduces the overall risk of the investment and maximizes returns. There is no limit to the number of investors who can hold units in any of our funds. The more investors there are in the fund, the greater the resources available for investment leading to greater diversification of the portfolio.

Professional Management
Old Mutual Asset managers manage all The Old Mutual funds. They are world class professional asset managers with a track record of research and excellent returns in the Kenyan market. Active portfolio management is a very important characteristic of unit Trusts to ensure to maximize the investors' returns.

Security
Unit Trust funds are statutorily entrusted to the Capital Markets Authority and controlled by the Collective Investment Schemes Regulations Act, aimed at protecting the investor. These regulations relate to the activities of the Unit Trust management companies.

Flexibility and term of investment
You can invest for as long or as briefly as you like. There is no fixed investment period. Unit Trusts are easy to buy and easy to sell. An investor can change the asset allocation depending on their circumstances - one can change from equity-based investments (shares) to fixed income securities (Treasury Bills and Bonds) or a mixture of both as required.

Liquidity
You can invest for as long or as briefly as you like. This means you can keep going without formally committing to any period of time. Not only are you able to decide the day you wish to sell, but the money due to you is available in the very short term. Since investing is a long term exercise, investors are advised to have a long term view of the market.

Affordability
For an investor who wants to buy several shares the amount required to invest in the best listed companies’ increases with the quantity required. Unit Trusts however provide an opportunity for an investor to purchase top performing shares with an affordable amount.  The investor is able to obtain all the shares that the fund has invested in with a single purchase order.