Introducing the Old Mutual Global Managed Alpha Equity Feeder Fund

      We are excited to announce that Old Mutual Unit Trusts has launched the Old Mutual Global Managed Alpha Equity Feeder Fund as part of our fund range. This unit trust fund (available in ZAR) is fully invested in the Old Mutual Global Managed Alpha Fund, which has a five-star performance rating from Morningstar.

      The Old Mutual Global Managed Alpha Equity Feeder Fund is a unique addition to Old Mutual’s range of global unit trust funds as it offers exposure in both developed and emerging markets. The fund is managed by the South African investment team at Old Mutual Investment Group, with co-portfolio managers Warren Mcleod and Reza Fakie, as well as Mario Fisher, Head of Quantitative Investment Research.

      Investment process

      Our investment process revolves around our unique systematic model which evaluates six broad market factors – value, growth, quality, momentum, size, and volatility. Leveraging this insight, our model carefully crafts a diversified portfolio that is tailored to capture exposure to these important factors. Throughout this process, we prioritise a portfolio construction approach that aims to consistently produce the optimal blend of risk, liquidity and expected excess returns.

      The ideal investor

      The Old Mutual Global Managed Alpha Equity Feeder Fund is ideal for investors seeking to diversify their portfolios on a truly global scale, by adding an international equity component and/or gaining exposure to high-quality global companies in both developed and emerging markets. The fund aims to achieve returns above the MSCI All Country World Index.

      The dollar version of the fund, accessible on offshore platforms, also presents an ideal opportunity for investors. The fund is available directly from Old Mutual Unit Trusts and on the Old Mutual Wealth platform. For more information on the Old Mutual Global Managed Alpha Equity Feeder Fund and view the fund fact sheet, please click here

      For any queries regarding the fund, please email planner@oldmutualinvest.com or contact your Old Mutual Relationship Manager.