The Old Mutual Global ESG Equity Portfolio offers a unique opportunity for investors seeking long-term capital growth alongside a commitment to environmental, social and governance (ESG) principles. This actively managed portfolio prioritises high-quality, attractively valued companies with strong ESG practices and long-term growth potential.

Why invest in the portfolio?

• Top-ranked ESG performance: Our portfolio targets companies within the top quintile of ESG rankings, significantly exceeding the benchmark’s overall ESG profile.
• Reduced carbon footprint: We prioritise companies with a demonstrably lower carbon footprint, achieving a minimum 50% reduction in carbon emissions compared to the benchmark.
• Experienced management: We leverage a data-driven approach to identify sustainable investment opportunities, ensuring that our clients’ investment goals and values are aligned.
• Alternative alpha: This portfolio offers the potential for attractive returns with a low correlation to traditional equity strategies, providing valuable diversification.

Who manages this portfolio?

The portfolio is managed by a dedicated and experienced team with over 55 years of combined experience in this specialised field.