NAV on 2021/07/23
|NAV on 2021/07/22
|52 week high on 2021/06/02
|52 week low on 2020/09/25
|Total Expense Ratio on 2021/06/30
|Total Expense Ratio (performance fee) on 2021/06/30
|Oil & Gas
Old Mutual Unit Trust Managers (RF) (Pty) Ltd.
FTSE/JSE Capped SWIX Index
Frank joined Customised Solutions in September 2009 as an Investment Analyst before becoming an Index Portfolio Manager in 2012. He is responsible for managing both local and international tracker funds. He has eight years industry experience specialising in managing funds in Africa, and Emerging Markets.Prior to joining Customised Solutions, he was a lecturer at Tshwane University of Technology (Mathematics and Statistics Department) for five years. Frank also worked as a research assistant for Siyazi-SA Consulting, under operations risk management.
Bernisha joined Old Mutual Customised Solutions as an Indexation Portfolio Manager in 2017. Her responsibilities include indexation portfolio management, optimisation and implementation.Prior to this role she held positions as both a quantitative analyst and portfolio manager at Taquanta Asset Managers, working on both the passive and active product offerings. Bernisha joined Nedbank in 2005 as a quantitative analyst and worked in the Corporate Ratings unit. She also worked as an assistant lecturer in the Department of Statistics at the University of Pretoria. Bernisha has 12 years of work experience in the investment industry.
- 6 years of industry experience
No fund manager's comment available.
The 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.