Benefits for Advisers

For your clients, we offer two categories of funds for individual investors, Unit Trusts and Life Funds. While both offer investments suitable for investors across the risk spectrum, there are slight differences between the categories.

Your clients trust you to ensure no stone is unturned in finding strong investments that will help to secure their future. With SYm|mETRY Multi-Manager, you can be sure that we're doing extensive research in the quest to find the best managers to manage your clients' money. Instead of investing in individual shares, multi-managers select top asset managers who are best placed to make the best investment decisions for clients. Our investment experts spend 40% of their time on research and monitoring among a universe of approximately 100 managers. This means that your client gets the benefit of more than just one asset manager investing on their behalf. SYm|mETRY Multi-Manager undertakes rigorous research, not only into performance, but also the strategy, philosophy and individual strengths of asset managers. In this way, your clients benefit from reduced risk due to a diverse blend of the best asset managers each pursuing a different strategy and tactics under different market conditions.

• Our clients get the benefit of our in-depth manager research:
  Our experienced investment team spends over 40% of their time on manager research to ensure the most optimal manager choices are made for our funds.
• Our clients get exposure to more than one investment strategy:
  We purposefully select managers with different styles and strategies to decrease the risk in our funds and reduce the dependence on specific market conditions to do well.
• Our clients enjoy a cost-effective investment solution:
  As a result of our size, SYm|mETRY can offer investors fund of fund fees that may be lower than the fees for investing directly in the underlying managers.
• Our clients enjoy peace of mind while we do the work:
  Portfolios and managers are constantly monitored to ensure they meet their objectives and manage risk appropriately. SYm|mETRY will make all changes required to maintain an optimal fund structure.
• Our clients benefit from a total solution:
  Being part of Old Mutual, we're able to leverage extensive back-office systems and resources to streamline processes and costs, allowing us to focus on achieving strong returns.

SYm|mETRY also offers a retail consulting capability. Through this service, advisers receive not only sound investment advice based on extensive ongoing research, but also model portfolios tailored specifically for their needs.

This service empowers advisers to become more involved with the investment process and be more informed about the underlying portfolios they use. In addition, since SYm|mETRY carries the load of conducting extensive research, closely monitoring managers and markets and hosting report-back sessions for advisers, advisers are afforded more time to focus on building relationships with their existing clients and attracting new clients.