The South African stock market represents less than 1% of the global economy, limiting 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 you access to various growth opportunities across geographies, economies, and sectors.
At Old Mutual, we offer a range of funds and solutions with a global component, either by taking advantage of offshore exposure limits or by investing in global economies through 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 have a variety of investment options, such as:
- Active and index/passive funds
- Listed equities, multi-asset, quants-based, foreign currency exposure
- Emerging markets and developed markets
Cutting edge investment process and award winning performance
The Old Mutual Global Equity Fund has won the Global Equity – General 10 year category at the 2026 FundHub Industry Performance Awards. The awards are held in partnership with News24.
We’re proud to be recognised at these prestigious awards, which celebrate excellence in investments and honour asset managers for consistent performance, innovation, and value creation for clients.
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.
The Old Mutual Global Equity Fund was launched 30 years ago and delivers outstanding investment performance as it has a standout feature of the investment process is that it dynamically tilts the portfolio towards the investment style that is most likely to generate alpha. The team’s systematic model, which leverages over 40 million data points daily, combines well-established data analysis techniques with more advanced uses of AI.
What sets the Old Mutual Global Equity Fund apart?
- Style-agnostic approach – we do not favour a specific style or factor, this ensures diversified returns without excessive risk.
- Proven long-term performance – we consistently deliver top quartile returns over the long-term.
- Diversified benchmark outperformance – we employ strategy designed to drive strong, risk-adjusted returns.
- Trusted by investors – among the top 3 most supported global equity funds in SA, with long-term client confidence reflected in its growing assets.
The Old Mutual Global Managed Alpha Equity Feeder Fund was launched in January 2024. This unit trust fund (available in ZAR) is fully invested in the Old Mutual Global Managed Alpha Fund, which boasts a five-star performance rating from Morningstar. The Old Mutual Global Managed Equity Feeder Fund is a unique addition to Old Mutual’s range of global unit trust funds as it offers exposure to both developed and emerging markets. The fund is managed by the South African investment team at Old Mutual Investment Group.
What we offer
