Financial Professionals
The affiliate firms of Old Mutual Asset Management provide a wide range of actively managed, specialized investment strategies in flexible vehicles suited to financial professionals and their clients. Whether through separately managed accounts, individual mutual funds or the innovative Pure Portfolios® asset allocation funds, financial professionals can offer their clients access to the same high-quality strategies managed on behalf of some of the largest, most sophisticated institutional investors in the world.
Mutual Funds
Old Mutual Asset Management offers two distinct categories of mutual funds to help individuals meet their investment goals: single-strategy mutual funds and Pure Portfolios® diversified asset allocation funds.
Pure Portfolios®
The Old Mutual Asset Allocation Pure Portfolios® provide individual investors with a single source for a complete multi-manager, multi-style investment solution. Offered in four risk/return profiles-Conservative, Balanced, Moderate Growth and Growth-each Portfolio is professionally allocated among stocks, bonds, REITs and cash by independent asset allocation specialist Ibbotson Associates Advisers, LLC. The underlying investment strategies are managed by specialist managers within Old Mutual. Pure Portfolios® give individual investors access to institutional-caliber, boutique investment management firms not typically available in the retail marketplace.
Individual Mutual Funds
Old Mutual Asset Management offers individual mutual funds in a wide range of asset classes and investment styles. Managed by some of the industry's leading investors, our single-strategy mutual funds provide targeted solutions to investment needs.
To find mutual funds that meet your clients’ investment needs, please use the following tools available on this site:
Mutual Funds Listing - Lists mutual funds by asset class and distributor.
Mutual Fund Capabilities Search - Search funds by asset class, investment style, and market cap.
Separately Managed Accounts
Old Mutual Asset Management also offers Separately Managed Accounts. Separately Managed Accounts, or SMAs, offer specialized investment solutions to meet the complex needs of increasingly sophisticated investors.
SMAs can be tailored to closely match an individual's investment goals and objectives, which can make them an ideal solution for investors with unique investment preferences or situations.
back to top| Mutual Funds Advised by Old Mutual Capital | Pure Portfolios® and other funds distributed by Old Mutual Investment Partners, a subsidiary of Old Mutual Capital. | Request Info |
|---|---|---|
| Mutual Funds Advised by Affiliate Firms | Acadian Emerging Markets Portfolio | Request Info |
| Analytic Funds | Request Info | |
| ICM Small Company Portfolio | Request Info | |
| Provident Funds | Request Info | |
| TS&W Funds | Request Info | |
| Separately Managed Accounts | Old Mutual Investment Partners, a subsidiary of Old Mutual Capital. | Request Info |
back to top
Mutual Fund investing involves risk including possible loss of principal. Investors considering any of these funds should have a long term investment horizon.
Portfolios described on this website are part of Old Mutual Advisor Funds II and Old Mutual Advisor Funds, and are offered by prospectus. Please call 1-800-433-0051 (investors) or 1-888-772-2888 (financial advisors) for a free prospectus. Please read the prospectus carefully before investing as it contains complete information on the fund's investment objective(s), fees, charges, expenses and risks associated with an investment in the fund. These items, as well as other information contained in the prospectus, should be considered carefully before investing. There can be no assurance that any fund will be able to achieve its investment objective. The Old Mutual Advisor Funds II and Old Mutual Advisor Funds are distributed by Old Mutual Investment Partners, Member NASD.
Portfolios managed by Acadian Asset Management, Analytic Investors, Investment Counselors of Maryland (ICM), and Thompson, Siegel & Walmsley (TS&W) described on this website are part of The Advisors' Inner Circle Fund, and are offered by prospectus. Please call 1-866-226-6161 for an Acadian Emerging Markets Portfolio propectus; call 1-866-777-7818 for an Analytic Funds prospectus; call 1-866-234-5426 for an ICM Small Company Portfolio prospectus; or call 1-866-487-9386 for a TS&W Funds prospectus. Please read the prospectus carefully before investing as it contains complete information on the fund's investment objective(s), fees, charges, expenses and risks associated with an investment in the fund. These items, as well as other information contained in the prospectus, should be considered carefully before investing. There can be no assurance that any fund will be able to achieve its investment objective. The Advisors' Inner Circle Fund portfolios are distributed by SEI Investments Distribution Co., Member NASD.
The portfolio managed by Provident Investment Counsel, LLC described on this website is part of the Advisors Series Trust, and is offered by prospectus. Please call 1-800-618-7643 for a free prospectus. Please read the prospectus carefully before investing as it contains complete information on the fund's investment objective(s), fees, charges, expenses and risks associated with an investment in the fund. These items, as well as other information contained in the prospectus, should be considered carefully before investing. There can be no assurance that any fund will be able to achieve its investment objective. Advisors Series Trust funds are distributed by Quasar Distributors, LLC, Member NASD.
"Old Mutual" is the marketing name for the affiliated companies of Old Mutual plc, a global financial services organization. Old Mutual Capital, Inc. and Old Mutual Investment Partners, the investment adviser and distributor, respectively, for Old Mutual Advisor Funds and Old Mutual Advisor Funds II are indirect wholly owned subsidiaries of Old Mutual plc.
05-214 5/2005