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