This section contains key information for the investors.
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Key investor information
Author: GoalPortfolios
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How to assess an investment
Assessing an investment can be a complicated task. Here are the basics
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Researched range of funds
Clients can build and manage their own portfolio of funds by picking individual Researched Funds, with the peace of mind that they have passed our stringent quality standards.
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Risk targeted portfolios
The Compass Portfolio range offers investors a choice of global, risk-targeted multi-asset funds which are actively managed by the multi-asset team at Old Mutual Wealth’s Investment Division.
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Exchange Traded Funds
ETFs – Exchange Traded Funds – are usually passive investments with low TER (Total Expense Ratio). SDPR (State Street) and iShares (BlackRock) are two of the main providers internationally.