In this exclusive edition of the Wealth Debrief Exchange Tiaan Herselman, CFP®, Head of Proposition Marketing at Old Mutual Wealth and Bernisha Lala, Head of Indexation & Portfolio Manager at the Old Mutual Investment Group delve into the unparalleled success story of these funds.
These funds have continuously outshone their peers by achieving outstanding Q1 or Q2 performances, offering exceptional value for money. With Bernisha’s team boasting an impressive 21-year track record in indexation and the second-largest indexation house in South Africa, managing close to R130 billion in assets, we are proud to provide our clients with top-notch investment solutions for sustainable growth and success.