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4.01  /  1.97%

204

NAV on 2020/07/02
NAV on 2020/07/01 199.99
52 week high on 2020/06/23 210.83
52 week low on 2020/07/01 199.99
Total Expense Ratio on 2020/06/30 1.07
Total Expense Ratio (performance fee) on 2020/06/30 0
NAV Incl Dividends
1 month change 0% 0%
3 month change 0% 0%
6 month change 0% 0%
1 year change 0% 0%
5 year change 0% 0%
10 year change 0% 0%
Price data is updated once a day.
  • Sectoral allocations
  • Top five holdings
  • Performance against peers
  • Fund data  
Management company:
Old Mutual Unit Trust Managers (RF) (Pty) Ltd.
Formation date:
2020/05/29
ISIN code:
ZAE000285466
Short name:
U-ESGEQOL
Risk:
Unknown
Sector:
South African--Equity--General
Benchmark:
FTSE/JSE Capped SWIX Index
Contact details

Email
unittrusts@oldmutual.com

Website
http://www.omut.co.za

Telephone
021-503-7100

  • Fund management  
Frank Sibiya
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 Lala
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.
Stanley Bisho
- 6 years of industry experience


  • Fund manager's comment
No fund manager's comment available.
  • Fund focus and objective  
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.
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