NAV on 2021/04/12
|NAV on 2021/04/09
|52 week high on 2021/01/26
|52 week low on 2020/04/13
|Total Expense Ratio on 2020/12/31
|Total Expense Ratio (performance fee) on 2020/12/31
Old Mutual Unit Trust Managers (RF) (Pty) Ltd.
MSCI Emerging Markets ESG Leaders 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
OM MSCI Emerging Mkts ESG Feeder comment - Dec 19
The fund tracks the MSCI Emerging Markets ESG Leaders Index and aims to replicate the return of the underlying index.
The MSCI Emerging Markets ESG Leaders Index is a free float-adjusted market capitalisation weighted index designed to measure the equity market performance of companies with high environmental, social and governance (ESG) performance relative to their sector peers across emerging markets worldwide.
The MSCI Emerging Markets ESG Leaders Index (ZAR) returned +4.3% for the quarter to December 2019. Over the last twelve months, the MSCI Emerging Markets ESG Leaders Index returned +16.4%.
The fund aims to achieve long-term capital growth by primarily gaining exposure to the MSCI Emerging Markets ESG Leaders Index, a free floatadjusted market capitalisation weighted index designed to measure the equity market performance of companies with high environmental, social and governance (ESG) performance relative to their sector peers across emerging markets worldwide.
This fund suits investors with a longer-term investment horizon who primarily seek capital growth through exposure to the emerging market equities that make up the MSCI Emerging Markets ESG Leaders Index. These investors can tolerate stock market and currency volatility.
Apart from assets in liquid form and exchange rate swaps, the fund only holds participatory interests in the Old Mutual MSCI Emerging Markets ESG Index Fund, a sub-fund of the Russell Investment Company Plc, which aims to replicate the performance of the MSCI Emerging Markets ESG Leaders Index. Derivatives may be used for efficient portfolio management purposes.