SA ESG Equity PortfolioThe portfolio aims to achieve long-term capital growth by primarily investing in attractively priced, quality companies with high environmental, social and governance (ESG) profile scores relative to its benchmark’s overall rating.
The portfolio targets a significantly lower carbon footprint than that of the benchmark. It invests in companies involved in fewer ESG controversies and which have a higher ESG rating compared with the overall benchmark.
The portfolio offers socially conscious and ethically motivated investors an opportunity to invest in companies with higher ESG and sustainability standards.
It is suitable for investors seeking to achieve long-term capital growth through an actively managed ESG portfolio.
Benchmark: FTSE/JSE Capped Weighted All Share Index (Capped SWIX)
Objective: The portfolio aims to outperform the benchmark over the medium to long term.