Benefits for Individuals

For individuals, we offer two categories of funds, Unit Trusts and Life Funds. While both offer investments suitable for investors across the risk spectrum, there are slight differences between the two categories, so speak to your financial adviser to decide which category is best for you.

At nearly 1000, there are more unit trusts in South Africa than shares listed on the JSE, making the South African investment landscape a complex minefield for many. SYm|mETRY Multi-Manager's role is to demystify this complex environment and offer a range of funds for all types of investors. Instead of investing in individual shares, multi-managers select a combination of top asset managers who are best placed to make the best investment decisions for clients. This means that investors get the benefit of more than just one asset manager. 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, clients benefit from reduced risk due to the differing behaviour of different asset managers 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.