Old Mutual Global Equity Fund
The Old Mutual Global Equity Fund has once again secured its place in the winner’s circle. Recently recognised at the 2025 INN8 Invest Diamond Awards as the “Best Global Equity General” fund, it was celebrated for its exceptional performance over the five years to December 2024. This achievement reflects our commitment to delivering consistent, long-term value for investors.

Old Mutual Global Equity Fund is a rand-denominated fund holding a diversified portfolio of equities in developed markets globally. The fund seeks out compelling investment opportunities wherever these exist globally, irrespective of sector, country or region.

Global equities offer vast opportunities for growth.
The fund offers investors a well-diversified portfolio of 3600 shares across developed world economies, with no bias to any one geographical region, industry or sector.
Unique investment approach.
Our investment approach follows an unemotional quantitative (not fundamental) and factor driven process for stock selection. The market state drives dynamic asset selection /portfolio construction resulting in a diversified, low concentration, but high conviction portfolio.
Focus on performance.
The investment team has a strong, performance-oriented culture, which enables them to deliver exceptional returns to investors. This is evident in the significant market and peer outperformance over the fund’s tenure as well as across the multiple award-winning strategies the team manages.

* The Jupiter Fund Management plc acquisition of Merian Global Investors was concluded on 1st July 2020. The fund continues to be managed by Ian Heslop and Amadeo Alentorn, supported by all members of the Merian team. The investment objective, philosophy and process remains unchanged.
