Old Mutual EquitiesOur distinctive approach of combining valuation of equities with an understanding of a company's quality, earnings growth and market sentiment aims to deliver a portfolio with lower volatility and a more consistent source of outperformance over time.
We offer investors access to a range of South African equity funds that aim to outperform their respective benchmarks with less volatility. We invest in companies that are ethical, have excellent long-term prospects, are well managed and are attractively valued.
Old Mutual Investors’ Fund is South Africa’s longest running unit trust. It aims to deliver superior returns over the medium to longer term through a broadly diversified portfolio of South African shares.
Old Mutual Equity Fund aims to deliver long-term capital growth by investing in South African and international shares. Local market exposure focuses predominantly on the top 100 shares.
Old Mutual Gold Fund invests in the shares of global and South African gold, and other precious metals companies that show above-average growth prospects.
Old Mutual Mid & Small-Cap Fund invests in SA’s growth businesses, targeting companies with a market capitalisation smaller than those listed on the FTSE/JSE Large Cap Index.
Cognitive diversity within a dynamic, well resourced team.
We are a highly experienced, well qualified and diverse team. A collaborative leadership style ensures that investment ideas are heard, challenged and debated, with only the best-ranked companies being selected.
We focus on more than just value.
Our distinctive approach of combining valuations with a deep understanding of the quality of a company, its earnings growth potential and market sentiment assists us in delivering a consistent source of alpha over time.
Risk management through intelligent portfolio construction.
Our disciplined portfolio construction process provides detailed insight into each share’s contribution to portfolio volatility. This enables us to create an optimal, risk-adjusted portfolio of shares and enhances our ability to achieve stable returns through various market cycles.
Environmental, social and governance considerations are a core component of our investment philosophy. Our superior in-house ESG analysis helps identify issues that currently, or at some point in the future, may materially impact the long term value of a company. We look at things like company governance, labour practices, environmental impact, social upliftment projects, etc.
Our flagship unit trusts range of ten funds out of a total 40 unit trusts