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Old Mutual

PRI reporting framework 2020

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Basic information

OO 01. Signatory category and services

01.1. Select the type that best describes your organisation or the services you provide.

          Old Mutual Limited provides investment, savings, life assurance, asset management, banking and property and personal insurance solutions for clients.
        

01.3. Additional information. [Optional]

Since the listing in June 2018, the Group has an ambition to become a premium financial services group in sub-Saharan Africa and currently offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 17 countries. The Group primarily operates in South Africa and the rest of Africa, and has niche businesses in Latin America and China. The Group’s lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. It distributes products and services to customers through a multi-channel distribution network spanning tied and independent advisers, branches, bancassurance, direct and digital channels, and worksites. The Group is recognised as a leading long-term insurance brand, ranking first in the long-term insurance business-to-consumer category in South Africa for 13 consecutive years according to the Sunday Times Top Brands Awards. It is also a Top Employer in South Africa, ranking first for financial services and insurance companies for 7 consecutive years.

The Group is well-positioned in Southern Africa, while having exposure to key growth markets in East and West Africa. The Group has a track record of improving RoNAV, cash generation and capital strength, which it aims to maintain going forward while reducing costs across the organisation.


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

South Africa

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

30365 FTE

02.4. Additional information. [Optional]


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.2. List your subsidiaries that are separate PRI signatories and indicate if you would like to report their RI activities in your organisation’s consolidated report.

Name of PRI signatory subsidiary

(Up to six subsidiaries may be reported)

RI implementation reported here
on a consolidated basis
          Futuregrowth
        
          UFF African Agri Investments
        
          
        
          
        
          
        
          
        

03.3. Additional information. [Optional]


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2019

04.2. Indicate your total AUM at the end of your reporting year.

Include the AUM of subsidiaries, but exclude advisory/execution only assets, and exclude the assets of your PRI signatory subsidiaries that you have chosen not to report on in OO 03.2
Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.5. Additional information. [Optional]

This refers to Old Mutual Wealth and Investments

https://www.oldmutual.com/docs/default-source/investor-relations-files/oml-results/results-2020-(march)/2019-oml-afs.pdf?sfvrsn=ed6ed9ab_14

 

 


OO 06. How would you like to disclose your asset class mix

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 10-50% 40 <10% 9.6
Fixed income 0 0 10-50% 027.5
Private equity <10% 2 0 0
Property <10% 2 0 0
Infrastructure <10% 6.3 0 0
Commodities 0 0 0 0
Hedge funds <10% 0.2 0 0
Fund of hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 0 0
Money market instruments 10-50% 12.4 0 0
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish asset class mix as per attached image [Optional].

06.3. Indicate whether your organisation has any off-balance sheet assets [Optional].

06.5. Indicate whether your organisation uses fiduciary managers.

06.6. Provide contextual information on your AUM asset class split. [Optional]


OO 07. Fixed income AUM breakdown (Private)


OO 08. Segregated mandates or pooled funds (Private)


OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

23 Developed Markets
71 Emerging Markets
2 Frontier Markets
4 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]


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