Fund name changes – Old Mutual Global Investors funds (2024)

With effect from 1 October 2018 all Old Mutual Global Investor (“OMGI”) funds will undergo a name change following a private equity firm backed management buyout in June 2018. OMGI funds will be known as Merian Global Investors funds going forward.

Impacts on
these guided-architecture products

Impacts on
open architecture products including

Funds available in our open-architecture products

Various funds in our open-architecture products will be subject to a fund name change.

Funds available in our guided-architecture products

The Old Mutual North Corporate Bond Fund, Old Mutual American Equity Fund and Old Mutual UK Smaller Companies Fund can be found in our Kudos range. A comparison of the current fund name and the revised changes that will be applied to the fund are detailed in the table below.

How will these changes impact the funds?

There will be no change to the funds' investment objectives and policies, or the fees and charges you pay as an investor.

Current fund nameNew fund name

Old Mutual Corporate Bond "A" (GBP) ACC

Old Mutual North American Equity "A" (GBP) ACC

Old Mutual UK Smaller Companies "A" (GBP) Acc

Merian Corporate Bond "A" (GBP) ACC

Merian North American Equity "A" (GBP) ACC

Merian UK Smaller Companies "A" (GBP) Acc

_______________________________________________________________________

For more information about Neptune Investment Management visit www.merian.com

Notifications

Fund name changes – Old Mutual Global Investors funds (2024)

FAQs

Fund name changes – Old Mutual Global Investors funds? ›

With effect from 1 October 2018 all Old Mutual Global Investor (“OMGI”) funds will undergo a name change following a private equity firm backed management buyout in June 2018. OMGI funds will be known as Merian Global Investors funds going forward.

Has Old Mutual been taken over? ›

A warm welcome to customers and their representatives. Old Mutual Wealth Life Assurance became ReAssure Life Limited on 13 June 2020, following its acquisition by the ReAssure group at the end of last year.

How do I find my old mutual pension? ›

All you need to do is WhatsApp 'Hi' to 0860 933 333 and follow the prompts to request your Statement of Benefits, which includes your EAC. Alternatively, you can log on to Old Mutual Secure Services. You will find it under DOCUMENTS/QUOTATIONS/Member Benefit Quotation.

How do I sell old mutual funds? ›

There are different ways to redeem a mutual fund - through an Asset Management Company (AMC), an agent or directly through your personal Demat account.
  1. Redemption through AMC. ...
  2. Redemption through Demat. ...
  3. Redemption through an Agent or Distributor.
Jul 21, 2023

What happened to Old Mutual funds? ›

With effect from 1 October 2018 all Old Mutual Global Investor (“OMGI”) funds will undergo a name change following a private equity firm backed management buyout in June 2018. OMGI funds will be known as Merian Global Investors funds going forward.

What are old mutuals now called? ›

Part of the Quilter family since 2018, Old Mutual International changed its name to Quilter International in February 2020 to reflect the brand of their parent company, Quilter plc. Old Mutual International was previously part of Old Mutual Wealth Management Limited and owned by Old Mutual plc.

How do I check old mutual funds status? ›

The different ways to check mutual fund status with folio number are as follows:
  1. Check Your Mutual Fund Status Online. ...
  2. Check Fund Status Through AMC Customer Care. ...
  3. Check the Status Through the Registrar's Website. ...
  4. Contact Your Broker to Check Status. ...
  5. Check Through the Consolidated Account Statement.
Mar 7, 2024

How do I access my old Mutual money account? ›

You can check your balance for free on the Old Mutual Banking App, internet banking and cellphone banking. You can also check your balance at any ATM. You also get SMS balance updates after every transaction.

How do I find my old mutual username? ›

ForgotUserName. Please confirm your details so that we can match you on our system and send you your username via sms. Please enter your cellphone number Invalid cellphone number – must contain between 2 and 15 numerals only This is not a valid South African cellphone number.

Do mutual funds expire? ›

Mutual funds do not have an expiration date or a fixed term. They are open-ended investment vehicles designed to operate indefinitely, allowing investors to buy or sell units of the fund on any business day.

How to redeem old mutual funds? ›

In order to redeem funds through offline mode, investors needs to submit a duly signed redemption request form to the AMC's or the Registrar's designated office. Investors need to duly fill-in all the details including holder's name, folio number and number of units to redeem in the redemption form.

Can I withdraw money from my old mutual account? ›

Cash withdrawals

You can withdraw cash from an Old Mutual ATM or any other Saswitch ATM. Alternatively, you can also withdraw cash at any Pick 'n Pay, Boxer, Shoprite, Checkers or Usave store.

Which bank is associated with Old Mutual? ›

Bank: Choose Bidvest Bank (Old Mutual Money Account is in association with Bidvest Bank) Branch code: Enter 462005. Branch name: Enter Bidvest Bank (if required)

Who has taken over Old Mutual Wealth? ›

On 1 January 2020 Quilter plc completed the sale of Old Mutual Wealth Life Assurance Limited (OMWLAL) to ReAssure. Old Mutual Wealth Life Assurance Ltd was renamed ReAssure Life Ltd on 13 June 2020, taking on the ReAssure brand.

Who owns the old Mutual investment Group? ›

Our shareholders are Old Mutual Investments (wholly owned by Old Mutual Ltd), senior management and investment staff (further facilitating long-term alignment with client outcomes) and the Imfundo Trust. Our investment teams use their distinct skills and areas of expertise to manage a range of diverse portfolios.

Are mutual funds going away? ›

Today, the mutual-fund's dominance is under threat from newer rivals that promise tax advantages, lower fees and rapid trading. U.S. mutual funds suffered more than US$1 trillion in net outflows from January 2021 to December 2023.

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