Old Mutual ESG
Equity Fund
      individual our solutions esg funds esg equity fund
      Fund objectiveThe fund aims to achieve long-term capital growth by primarily gaining exposure to companies with a superior ESG score relative to their peers. The fund will target a lower carbon footprint and a higher ESG profile relative to its benchmark.
      Who is this fund for?

      The fund suits investors with a longer term horizon who primarily seek exposure to a South African General Equity Fund with a high Environmental, Social and Governance (ESG) focus.

      Who is this fund for?
      Investment Mandate

      The fund invests in instruments included in the FTSE/JSE Capped Shareholder Weighted All Share Index. The fund primarily gains
      exposure to equity securities with a superior Environmental, Social and Governance (ESG) score, targeting a significantly lower carbon footprint and a higher ESG profile relative to the benchmark.

      Investment Mandate
      Regulation 28 compliance

      The fund aims to achieve long-term inflation-beating growth, and therefore may hold a higher allocation to equities than what is allowed in terms of Regulation 28 of the Pension Funds Act. This fund is therefore not Regulation 28 compliant.

      Regulation 28 compliance
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        Old Mutual Unit Trust Managers (RF) (Pty) Ltd is registered and approved by the Financial Sector Conduct Authority in terms of the Collective Investment Schemes Control Act, 2002. Old Mutual Investment Group provides leading investment and saving solutions and is an authorised financial services provider. 
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