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SETUP

TRANSFER YOUR
TAX-FREE INVESTMENT


Are you transferring on behalf of a minor (e.g. your child)?

Are you the parent or legal guardian of the minor?


Do you already own any of these products?

  • Old Mutual Invest Tax Free Plan
  • Old Mutual Wealth Tax Free Investment
Please choose a fund
1000

Totals:
%
R

ADVANCED FUND PICKER

Certain information in the fund fact sheets is not applicable when these funds are accessed using the Tax Free Plan. This includes minimum investment limits, initial administration charges, initial adviser fees and exit fees.

LOW RISK GROWTH

UNDERLYING FUND EXPECTED PERFORMANCE PAST PERFORMANCE
1yr 3yr 5yr
RISK
1=Lowest 5=Highest
RECOMMENDED TERM ASSET MANAGEMENT FEE p.a. % FACT SHEET
Enhanced Income
7.80
8.03
7.23
1 1 - 2 Yrs 0.46
Cash
7.43
7.57
6.92
1 0 - 1 Yr 0.29
Enhanced Income
5.82
6.86
7.10
2 1 - 2 Yrs 0.91
CPI + 2% - 3%
2.32
5.71
6.78
2 2 - 3 Yrs 1.08
Enhanced Income
8.36
N/A
N/A
2 1 - 2 Yrs 0.00
CPI + 2% - 3%
1.74
N/A
N/A
2 2 - 3 Yrs 0.30
Enhanced Income
8.46
N/A
N/A
2 1 - 2 Yrs 0.20

MEDIUM RISK GROWTH

UNDERLYING FUND EXPECTED PERFORMANCE** PAST PERFORMANCE*
1 yr%3 yr%5 yr %
RISK
1=lowest
5=highest
RECOMMENDED
TERM
ASSET MANAGEMENT
FEE p.a. %
FACT SHEET
CPI + 3% - 4%
-1.43
3.67
6.06
3 3 - 5 Yrs 1.14
CPI + 4% - 5%
-1.95
4.75
6.66
3 5 - 7 Yrs 1.08
CPI + 4% - 5%
-1.57
4.04
5.42
3 5 - 7 Yrs 1.14
CPI + 4% - 5%
-14.57
2.44
7.58
4 5 - 7 Yrs 0.97
CPI + 4% - 5%
-3.64
5.14
N/A
3 5 - 7 Yrs 0.29
CPI + 3% - 4%
0.77
5.25
N/A
3 3 - 5 Yrs 1.08
CPI + 4% - 5%
-2.95
N/A
N/A
4 5 - 7 Yrs 0.30
CPI + 3% - 4%
-1.18
N/A
N/A
3 3 - 5 Yrs 0.30

HIGH RISK GROWTH

UNDERLYING FUND EXPECTED PERFORMANCE** PAST PERFORMANCE*
1 yr%3 yr%5 yr %
RISK
1=lowest
5=highest
RECOMMENDED
TERM
ASSET MANAGEMENT
FEE p.a %
FACT SHEET
Maximum Returns Available
-8.02
1.53
4.64
4 10 Yrs 1.25
CPI + 5% - 7%
-3.31
4.86
7.53
4 7 - 10 Yrs 1.08
Maximum Returns Available
-2.28
4.36
14.18
4 10 Yrs 1.54
Maximum Returns Available
-4.38
2.53
10.39
4 10 Yrs 0.51
Maximum Returns Available
2.94
-2.01
3.95
4 10 Yrs 0.97
Maximum Returns Available
-6.10
2.22
7.76
4 10 Yrs 1.08
Maximum Returns Available
-2.07
10.75
6.33
4 10 Yrs 0.57
Maximum Returns Available
-10.04
3.39
N/A
4 10 Yrs 0.20
Maximum Returns Available
-6.60
0.04
3.90
4 10 Yrs 1.14
Maximum Returns Available
-9.56
-0.60
2.07
4 10 Yrs 1.14
Maximum Returns Available
-10.04
N/A
N/A
4 10 Yrs 0.20
ADD SELECTED FUND

CHARGES:

No advice fees are applicable when you invest online.
Detailed charges breakdown 
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