Why invest with 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.