Global investing

The South African stock market represents less than 1% of the global economy which limits those invested exclusively in SA to just a fraction of the global equity market. A well-diversified portfolio should include offshore exposure that will give investors access to various growth opportunities across geographies, economies, and sectors.

At Old Mutual Unit Trusts, we offer a range of funds and solutions with an offshore/global component, either by taking advantage of offshore exposure limits or by investing in global economies via an asset swap. Unit Trusts are a low cost and less administrative option to invest offshore when compared to investing in foreign currency via offshore platforms.

We offer, investment options, such as:

- Active and index/passive funds
- Listed equities, multi-asset, quants-based, foreign currency exposure
- Emerging markets and developed markets

Best Global Equity General - 2025 INN8 Diamond Awards

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 Managed Alpha Equity Feeder Fund

We are excited to announce that Old Mutual Unit Trusts has launched the Old Mutual Global Managed Alpha Equity Feeder Fund as part of our fund range. This unit trust fund (available in ZAR) is fully invested in the Old Mutual Global Managed Alpha Fund, which has a five-star performance rating from Morningstar. The Old Mutual Global Managed Alpha Equity Feeder Fund is a unique addition to Old Mutual’s range of global unit trust funds as it offers exposure in both developed and emerging markets. The fund is managed by the South African investment team at Old Mutual Investment Group, with co-portfolio managers Warren Mcleod and Reza Fakie, as well as Mario Fisher, Head of Quantitative Investment Research.

Our investment process revolves around our unique systematic model which evaluates six broad market factors – value, growth, quality, momentum, size, and volatility. Leveraging this insight, our model carefully crafts a diversified portfolio that is tailored to capture exposure to these important factors. Throughout this process, we prioritise a portfolio construction approach that aims to consistently produce the optimal blend of risk, liquidity and expected excess returns.