With 2025 drawing to a close, it’s the perfect time to reflect on the year’s progress and key developments - both locally and globally- and to share a few key business achievements we are proud to highlight. This year, we celebrated 180 years of heritage built on discipline, customer focus, and consistency - values that continue to guide us in supporting our clients with confidence through changing times.
The Old Mutual Global Equity Fund, expertly managed by Jupiter Asset Management, has enjoyed a strong year of success – including winning “Best Global Equity General” at the 2025 INN8 Invest Diamond Awards for five-year performance to December 2024. Jupiter recently explored the fund’s success and, in late November, hosted a roundtable on its latest AI research insights.
Launched in June this year, Old Mutual Multi-Managers is now operating as Symmetry, marking a bold evolution into a full-service investment solutions business. With 25 years’ expertise, over R440 billion in assets under management and advice, Symmetry offers multi-managed funds, discretionary fund management (DFM), consulting, and a new best-in-class proposition. Its positioning reflects agility, balance and long-term value for clients in today’s complex markets.
The 2024 Old Mutual Savings & Investments Monitor (OMSIM) research was published this year, tracking the attitudes and behaviours of working metropolitan South African households. Despite economic challenges, confidence in saving and investing is rising, or rose in the period under survey, financial stress dropped to 37%, and 68% of employed adults remain optimistic about the next six months.
It’s been a year of surprises, from political shifts to Donald Trump’s return to the White House. Yet despite steep US tariffs on South African exports and even a G20 boycott, local markets still delivered strong returns. As we move into 2026, more surprises are inevitable. Instead of trying to time the markets, investors should stay diversified, focused, and committed to their long-term plan. Here are key themes to watch.
EQT empowers South African investors to diversify globally with seamless access to over 60 000 investment instruments. Backed by Old Mutual Wealth, the secure, intuitive platform supports long-term investing and wealth growth, offering real-time trading, advanced research tools, and global market access. Download the EQT app (v3.4) from the App Store or Google Play.
