The Old Mutual Global Equity Fund won the 2025 INN8 Invest Diamond Awards in the category “Best Global Equity General”, for its outstanding performance over a 5-year period ending December 2024. Speaking on this achievement, Gontse Tsatsi, Head: Best-in-Class at Symmetry, says, “We are excited that the Old Mutual Global Equity Fund continues to deliver such outstanding investment performance. The fund has consistently delivered top-quartile performance over 1, 3, 5, and 10 years, ending May 2025." 

Old Mutual offers a wide range of global funds to investors, giving them the option to diversify their investments since the South African listed market accounts for less than 1% of all markets. Offshore diversification provides a robust hedge against country-specific and regional risks, safeguarding portfolios against uncertainty.

Amadeo Alentorn, Portfolio Manager and Head of Systematic Equities at Jupiter Asset Management says, “We employ a multi factor approach to global equity investing. This flexibility enables comprehensive global coverage, spanning multiple stocks, countries, and industries. The fund has successfully navigated various market crises, maintaining an impressive track record across short and long-term horizons. Its diversified holdings have been instrumental in mitigating global market volatility and driving cumulative outperformance versus its benchmark, MSCI World Index, since inception."

Alentorn highlights, “The long-term success of the Old Mutual Global Equity Fund is underpinned by the investment team’s ability to thrive in a constantly evolving data landscape. To remain competitive, 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, such as natural language processing for earnings call transcripts. When incorporating new cutting-edge ideas, it is important that the transparency, understanding and intuitive nature of the model is not compromised.”

He continues, “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. This process systematically assesses the market environment to learn which style of investment will be most successful and then seeks to expose the portfolio to these style drivers. This approach gives the fund its ‘style-for-all-seasons’ edge, enabling it to deliver alpha in all types of market environments.”

Tsatsi adds that delivering on our promises to clients to achieve sustainable investment returns is primary, outperforming and winning awards is also a source of pride. “It is important that our investment process makes sense to other investment professionals. The fact that we were awarded using the objective INN8 Diamond Ranking methodology which uses 30 standard and proprietary performance, risk and risk-adjusted performance measures, validates that we are delivering value for our clients.” According to INN8, the nominees and winners must be Silver or Gold-rated through INN8’s manager research process, a real feather in the cap of Old Mutual.

Tsatsi concludes, "The Old Mutual Global Equity Fund is a top-performing fund on the Old Mutual Wealth platform. The fund is available as a rand and a dollar denominated fund, direct from our digital platform or through qualified financial planners. We recommend consulting a financial planner to ensure a holistic approach to investment goals and wealth management."