The Old Mutual RAFI® Select Global Index Strategy takes a fundamentally different approach to global index investing. Rather than following market sentiment through capitalisation weightings, it invests in the real economy–weighting companies by their true economic footprint using sales, book value, cash flow, and dividends. The result is broad global exposure built on underappreciated fundamentals, designed to support more balanced and resilient long-term growth.

Our indexation strategies are designed to deliver reliable, cost-efficient outcomes over time. By faithfully tracking their benchmarks after costs, they provide investors with dependable market exposure – recognising that disciplined execution and low friction are powerful contributors to long-term investment outcomes.

Our philosophy is grounded in the belief that long-term investors are best served by looking beyond market noise. By systematically weighting companies according to their fundamental size, our smart beta approach seeks to reduce reliance on sentiment and capture the enduring value created by real businesses. It is a disciplined, rules-based philosophy focused on what companies are truly worth – and why that matters over time.

Our index funds are managed through a disciplined, systematic process that combines advanced technology with deep human expertise. Experienced investment professionals oversee robust optimisation models, continuous system innovation, and efficient execution across global markets. As active stewards of our clients’ capital, we work closely with key market stakeholders – and in partnership with our clients – to deliver outcomes aligned to their long-term risk and return objectives.