Wealth & Finance International - Fund Awards 2016

Fund Awards 2016 34 Old Mutual Investment Group Best African Absolute Return Multi Asset Fund (Since Inception): Wealth Defender Portfolio & Best Absolute Return Portfolio Manager - South Africa Old Mutual Investment Group has been awarded Best African Absolute Return Multi Asset Fund (Since Inception): Wealth Defender Portfolio & Best Absolute Return Portfolio Manager - South Africa. These awards highlight the game changing methods and results achieved by top performing businesses, individuals and departments in today’s fund landscape. We invited Sharmila Jaga to provide us with an overview of the firm and its award winning fund. Company: Old Mutual Investment Group Phone: +27 21 5095022 Web Address: www.oldmutualinvest.com Old Mutual Customised Solutions is the investment boutique within the Old Mutual Investment Group that is responsible for managing the Wealth Defender Fund. Parent company Old Mutual Investment Group is a leading African private investment manager, with a full complement of both listed and unlisted investment capabilities. Clients range from the man-on-the-street investing in unit trusts through to company retirement funds, international investors, sovereign wealth funds and development finance institutions. Old Mutual Investment Group operates as a multi-boutique model. Each boutique has its own unique philosophy, proprietary research capability and robust investment process. Our boutiques have strong leadership with the boutique heads being experienced and well respected profes- sionals in the industry. The boutiques are well resourced with our investment teams having a good blend of experience and fresh innovative thinkers who are incentiv- ised to create wealth for our clients. There is no single house view. Our boutiques are committed to providing our clients with excellent long- term returns. Having managed money for an extensive period, we are able to demonstrate long-term track records, giving our clients peace of mind that our processes are tried and tested. As an awarding-winning pan-African investor, our customers can benefit from the outstanding investment potential of Africa’s stock exchanges, via both actively managed and index-tracker funds. The Wealth Defender Fund, managed by Old Mutual Customised Solu- tions, has delivered an average CPI+ 8.2% a year since its inception in September 2003 to June 2016. The Wealth Defender Portfolio targets stable absolute returns in excess of inflation. This moderate risk portfolio aims to maintain a diversified LA16017 exposure to domestic and international asset classes that have the potential to beat CPI+4/5% (gross of fees) over three-year rolling periods. The risk objective of the portfolio is to minimise downside returns, and thereby generate absolute or positive returns on a consistent basis, aim- ing to achieve capital protection over rolling 12 month periods. In addition, we also offer unmatched investment capabilities in non-tra- ditional, unlisted asset classes, including private equity, low-income housing, schools, infrastructure, agriculture, development equity and property. Ultimately, the Fund is ideal for retirement funds, medical aids, corpo- rates, asset aggregators because it has a time horizon of more than three years and a moderate risk profile in an equity context. Disclaimer: Old Mutual Customised Solutions (Pty) Ltd (Reg No 2000/0289675/07) is a li- censed financial services provider, FSP 721, approved by the Registrar of Financial Services Providers (www.fsb.co.za ) to provide intermediary services and advice in terms of the Financial Advisory and Intermediary Services Act 37 of 2002. Old Mutual Customised Solutions (Pty) Ltd is a wholly owned by the Old Mutual In- vestment Group Holdings (Pty) Ltd and is a member of the Old Mutual Investment Group. Market fluctuations and changes in rates of exchange or taxation may have an effect on the value, price or income of investments. Since the performance of financial markets fluctuates, an investor may not get back the full amount invested. Past performance is not necessarily a guide to future investment performance. The contents of this document and, to the extent applicable, the comments by present- ers do not constitute advice as defined in FAIS. Although due care has been taken in compiling this document, Old Mutual Customised Solutions does not warrant the accuracy of the information contained herein and therefore does not accept any liability in respect of any loss you may suffer as a result of your reliance thereon. The processes, policies and business practices described may change from time to time and Old Mutual Customised Solutions specifically excludes any obligation to communicate such changes to the recipient of this document. This document is not an advertisement and it is not intended for general public distribution. For more detail, as well as for information on how to contact us and on how to access information please visit www.oldmutualinvest.com