Fund Details
Name of fund
Old Mutual Superfund Provident Fund & Old Mutual Superfund Pension Fund
Date Started
January 1, 2014
Financial year end
30 June
Head Office
Mutualpark, Jan Smuts Drive, Pinelands, 7405, South Africa
Fund Sponsor
Old Mutual Life Assurance Company (South Africa) Limited
Administrator
Old Mutual: OMiX Servicing (Corporate Admin Services (CAS))
Constitution of Board of Trustees
Total of 8 Trustees i.e. 4 Independent and 4 Sponsor Appointed
Name of Principal Officer
Fiona Reynolds
Number of participating employers
7654
Number of members
493318
Value of total assets
174,876,227,032
Default investment strategy
Smoothing Life-stage consisting of Old Mutual Absolute Smooth Growth as growth portfolio and the Old Mutual Absolute Stable Growth as the near retirement phase portfolio. Fund also offers other Employer elected defaults consisting of: Single manager defaults being OM Absolute Stable Growth, or OM Albaraka Balanced, or other life-stages consisting of limited choice between life-stage portfolios with different styles (single manager, multi-manager and index tracking)
List of investment portfolios
FutureGrowth Core Money Market
Taquanta Enhanced Cash
Nedgroup Inv Flexible Income Fund
Taquanta Optimal Income Fund
Old Mutual CoreGrowth 100
OMMM Inflation Plus 1-3% Strategy
Allan Gray Global Stable
Nedgroup Inv XS Guarded FoF
OMIG Profile Capital
Nedgroup Inv Core Guarded FoF
Old Mutual Absolute Stable Growth
Old Mutual Absolute Smooth Growth
Allan Gray Life Global Balanced
Coronation Global Houseview (pre September 2013)
Coronation Global Houseview (post September 2013)
AlexForbes Performer
OMIG Profile Edge28
OMMM 3-5 Fusion (w.e.f. Nov 2023)
OMMM 5-7 Fusion (w.e.f. Nov 2023)
OMMM Inflation Plus 3-5% Strategy
OMMM Inflation Plus 5-7% Strategy
OMMM Managed
M&G Global Balanced
Nedgroup Inv XS Diversified FoF
Old Mutual Albaraka Balanced Fund [Shari’ah]
Camissa Islamic Balanced [Shari’ah]
OMMM Moderate Tracker
OMMM Defensive Balanced
Coronation Global Absolute (pre September 2013)
Coronation Global Absolute (post September 2013)
M&G Inflation Plus Global
Vunani BCI Multi-Asset Fund
Allan Gray Global Absolute
Coronation Managed Fund (pre September 2013)
Coronation Managed Fund (post Septem- ber 2013)
Ninety One Managed
OMMM Max28
OMMM Balanced Tracker
Nedgroup Inv Core Diversified
Taquanta Enhanced Cash
Nedgroup Inv Flexible Income Fund
Taquanta Optimal Income Fund
Old Mutual CoreGrowth 100
OMMM Inflation Plus 1-3% Strategy
Allan Gray Global Stable
Nedgroup Inv XS Guarded FoF
OMIG Profile Capital
Nedgroup Inv Core Guarded FoF
Old Mutual Absolute Stable Growth
Old Mutual Absolute Smooth Growth
Allan Gray Life Global Balanced
Coronation Global Houseview (pre September 2013)
Coronation Global Houseview (post September 2013)
AlexForbes Performer
OMIG Profile Edge28
OMMM 3-5 Fusion (w.e.f. Nov 2023)
OMMM 5-7 Fusion (w.e.f. Nov 2023)
OMMM Inflation Plus 3-5% Strategy
OMMM Inflation Plus 5-7% Strategy
OMMM Managed
M&G Global Balanced
Nedgroup Inv XS Diversified FoF
Old Mutual Albaraka Balanced Fund [Shari’ah]
Camissa Islamic Balanced [Shari’ah]
OMMM Moderate Tracker
OMMM Defensive Balanced
Coronation Global Absolute (pre September 2013)
Coronation Global Absolute (post September 2013)
M&G Inflation Plus Global
Vunani BCI Multi-Asset Fund
Allan Gray Global Absolute
Coronation Managed Fund (pre September 2013)
Coronation Managed Fund (post Septem- ber 2013)
Ninety One Managed
OMMM Max28
OMMM Balanced Tracker
Nedgroup Inv Core Diversified
List of insurers available
Risk Insurer (approved onlv)
Alexander Forbes Life Limited
Capital Alliance Life Limited
Discovery Life Limited
Hollard Life Assurance Company Limited
Liberty Group Limited
MMI Group Limited
Old Mutual Life Assurance Company (South Africa) Limited
Sanlam Life Insurance Limited
Alexander Forbes Life Limited
Capital Alliance Life Limited
Discovery Life Limited
Hollard Life Assurance Company Limited
Liberty Group Limited
MMI Group Limited
Old Mutual Life Assurance Company (South Africa) Limited
Sanlam Life Insurance Limited
Can a participating employer use an external consultant at no additional fees?
No
Email
Contact No
0860203040