WHY INVEST IN US?
We have an established track record in socially responsible investment (SRI), having successfully managed SRI funds since 1992, when we launched the Community Growth Equity Fund.
OUR CLIENTS BENEFIT FROM:
- A long-term track record in managing large funds
- A selection of high-calibre SRI funds with defined risk objectives.
- Expertise in integrating SRI and ESG research in the investment process.
- Unique collaboration between the union movement and our asset manager, Old Mutual Investment Group, in the management of our funds.
- A combination of investment skills and well-defined, disciplined investment processes.
- We support transformation in the financial services sector via a minimum allocation to BBEE stockbroking firms.
- Old Mutual Equities has one of South Africa’s largest investment research teams offering proprietary research.
COMMUNITY GROWTH EQUITY FUND
COMMUNITY GROWTH GILT FUND
PHILOSOPHY
We believe that wealth creation is achieved through investing in socially responsible companies and holding their shares for a long period of time. We invest in superior companies, based on their strong balance sheets, clear business strategies, above-average returns on capital invested, and quality management teams. We believe that the companies we invest in must be able to strike an appropriate balance between generating profits for their shareholders and meeting their social and environmental obligations. This, we believe, is the only sustainable way to grow earnings and create wealth in the long term.