Old Mutual FTSE RAFI All World Index StrategyThe RAFI methodology aims to quantify each company’s economic footprint.

      Why choose this portfolio?

      The Old Mutual FTSE RAFI® All World Index Strategy offers a unique approach to achieving long-term asset growth.

      Instead of weighting companies by their market capitalisation, this strategy selects them based on fundamental measures of their actual business size. The RAFI methodology quantifies a company’s economic footprint by analysing four key factors: sales, book value, cash flow and dividends. By focusing on these core metrics, the strategy provides broad global exposure by tracking its benchmark index, aiming to build a more balanced and fundamentally sound portfolio.

       

      What has it delivered?Our indexation funds offer investors continuous value and consistent outcomes over time after costs, as demonstrated by our track record. The market represents the combined portfolios of all active and index investors, therefore, if the returns of the index investor and the returns of the market are the same, the returns for the active investors, in aggregate, must equal the returns of the index investors before costs.Giving all investors the edge

      Our smart beta portfolios track indices constructed using rules-based investment processes. These strategies aim to achieve long-term asset growth by selecting, weighting, and rebalancing securities based on defined fundamental measures.Our investment philosophy is simple. We invest in the real economy by weighting companies based on their fundamental size, using metrics like sales and cash flow. This strategy aims to create a more stable, value-oriented portfolio. It is a disciplined, index-based approach designed to capture long-term growth by focusing on what companies are truly worth.

      Rules-based, systematic, driven by tech and peopleWe manage our funds using an approach that is rules-based, systematic, and driven by the continuous and optimal balancing of technology and skilled resources. The successful management of index funds is best achieved by committed, experienced investment professionals applying their trade with skill and diligence, application of tested optimisation models and continuous system and process innovation. With established relationships with exchanges and stakeholders, we are active stewards of the asset our clients entrust to us. As for our clients, we collaborate with them, and the enhanced research service aids them in meeting their risk and return objectives.      Latest news and insights
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      Old Mutual Investment Group (Pty) Ltd (Reg No 1993/003023/07) (FSP 604) and Old Mutual Customised Solutions (Pty) Ltd (Reg No 2000/028675/07) (FSP721), jointly referred to as the Investment Manager, are licensed financial services providers, approved by the Financial Sector Conduct Authority (www.fsca.co.za) to provide advisory and/or intermediary services in terms of the Financial Advisory and Intermediary Services Act 37, 2002. The above entities are wholly owned subsidiaries of Old Mutual Investments (Pty) Ltd. Past performance is not necessarily a guide to future investment performance. Full disclosures can be found here www.oldmutualinvest.com/institutional.*Maahir Jakoet, awarded Best portfolio manager in the global equity sector, calculated using rolling 3-year risk adjusted performance to end of September 2023 in the CityWire SA 2023 Awards.