Old Mutual Alternative Investments

FUND MANAGER DETAILS
Year Fund Started n/a
Type of Fund Manager Alternative Asset Manager
Regulatory License Number 45255 (FSP licence number)
Total Number of Investments to Date 133
Number of Investment Executives 43
Principal Office Address PO Box 878, Cape Town, 8000
Key Contact Person and Designation Mary-Ann Forbes, Karin du Toit
BEE Ownership
Company Description Old Mutual Alternative Investments is one of the largest private alternative investment managers in Africa, with an investment approach that aims to deliver financial returns as well as make a positive social impact. In South Africa specifically, impact funds are designed to benefit lower-income communities, particularly in affordable housing
Telephone +27 (0)21 509 6869
E-mail PBoynton@oldmutualalternatives.com
Website www.oldmutualalternatives.com
FUND DETAILS
Name of Fund OMPE Fund IV
Committed Capital of Fund R3.7bn
Fund Structure
Nature of Fund General Private Equity Investments
Number of Portfolio Companies 5
INVESTMENT PREFERENCES
Minimum Investment R75 million
Maximum Investment R2 billion
Average Current Investment Size R240 million
Industry Preference
  • General
Industry Excluded
  • Not specified
Investment Stage Preference
  • Replacement capital
  • Late stages
  • Expansion
  • Medium
  • Buyout
  • Large
  • Growth / Development Capital
Investment Stage Excluded
  • Not specified
Minimum and Maximum Equity Usually Taken 10% to control
Geographical Preferences
  • SADC
  • South Africa
  • East Africa
  • West Africa
  • North Africa
  • Sub-Saharan Africa


FUND DETAILS
Name of Fund
Committed Capital of Fund
Fund Structure
Nature of Fund
Number of Portfolio Companies
INVESTMENT PREFERENCES
Minimum Investment
Maximum Investment
Average Current Investment Size
Industry Preference
Industry Excluded
Investment Stage Preference
Investment Stage Excluded
Minimum and Maximum Equity Usually Taken
Geographical Preferences
FUND DETAILS
Name of Fund Old Mutual Multi-Manager Private Equity Fund of Funds II
Committed Capital of Fund $253.4m
Fund Structure
Nature of Fund Later-stage development capital and mid-market buy-outs
Number of Portfolio Companies 17
INVESTMENT PREFERENCES
Minimum Investment $500k
Maximum Investment
Average Current Investment Size
Industry Preference
Industry Excluded
Investment Stage Preference
Investment Stage Excluded
Minimum and Maximum Equity Usually Taken
Geographical Preferences


FUND DETAILS
Name of Fund Old Mutual Multi-Manager Private Equity Fund of Funds III
Committed Capital of Fund $250m
Fund Structure
Nature of Fund Later stage development capital and mid-market buy-outs
Number of Portfolio Companies 7
INVESTMENT PREFERENCES
Minimum Investment
Maximum Investment
Average Current Investment Size
Industry Preference
Industry Excluded
Investment Stage Preference
Investment Stage Excluded
Minimum and Maximum Equity Usually Taken
Geographical Preferences
FUND DETAILS
Name of Fund Old Mutual Africa Private Equity Fund of Funds
Committed Capital of Fund $100m
Fund Structure
Nature of Fund Later-stage development capital and buy-outs
Number of Portfolio Companies
INVESTMENT PREFERENCES
Minimum Investment $500k
Maximum Investment
Average Current Investment Size
Industry Preference
Industry Excluded
Investment Stage Preference
Investment Stage Excluded
Minimum and Maximum Equity Usually Taken
Geographical Preferences


FUND DETAILS
Name of Fund Financial Sector Charter Fund
Committed Capital of Fund
Fund Structure
Nature of Fund Financial Sector Charter Assets
Number of Portfolio Companies 9
INVESTMENT PREFERENCES
Minimum Investment
Maximum Investment
Average Current Investment Size
Industry Preference
Industry Excluded
Investment Stage Preference
Investment Stage Excluded
Minimum and Maximum Equity Usually Taken
Geographical Preferences