Transcription of JUNE 2018 OLD MUTUAL FLEXIBLE FUND
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JUNE 2018 OLD MUTUAL FLEXIBLE FUND
THIS IS THE MINIMUM DISCLOSURE DOCUMENT AS REQUIRED BY BOARD NOTICE 92 JUNE 2018. OLD MUTUAL FLEXIBLE fund . fund INFORMATION fund PERFORMANCE as at 30/06/2018. RISK PROFILE % PERFORMANCE (ANNUALISED). Since Low to Moderate to 1-Yr 3-Yr 5-Yr 7-Yr 10-Yr Inception1. Low Moderate High Moderate High fund (Class R) fund (Class A)2 - RECOMMENDED MINIMUM INVESTMENT TERM fund (Class B1)3 - - - 1 year+ 3 years+ 5 years+ Benchmark* * The CPI figures are lagged by one month as the number was calculated before this month's inflation rate was released. 1. Performance since inception of the fund . 2. Inception: 30 June 2007. fund OBJECTIVE 3 Inception: 31 October 2012. Class B1 fund is only available through investment platforms such as The fund aims to deliver long-term equity-like returns, but at lower levels of Old MUTUAL Wealth. Performance measurements over periods shorter than the recommended investment term may not be volatility than equity.
OLD MUTUAL FLEXIBLE FUND Funds are also available via Old Mutual Wealth and MAX Investments. Helpline 0860 234 234 Fax +27 21 509 7100 Internet www.omut.co.za Email unittrusts@oldmutual.com
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