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0.08  /  0.03%

229.97

NAV on 2019/09/13
NAV on 2019/09/12 229.89
52 week high on 2019/08/12 236.32
52 week low on 2018/11/26 185.65
Total Expense Ratio on 2019/03/31 0.7
Total Expense Ratio (performance fee) on 2019/03/31 0
NAV Incl Dividends
1 month change -1.84% -1.84%
3 month change 1.08% 1.08%
6 month change 8.2% 8.2%
1 year change 0% 0%
5 year change 0% 0%
10 year change 0% 0%
Price data is updated once a day.
  • Sectoral allocations
Liquid Assets 1.20 0.37%
Offshore 327.32 99.63%
  • Top five holdings
OLDMMSCESGWLD 325.75 99.16%
  • Performance against peers
  • Fund data  
Management company:
Old Mutual Unit Trust Managers (RF) (Pty) Ltd.
Formation date:
2018/10/31
ISIN code:
ZAE000262432
Short name:
U-OMWRESG
Risk:
Unknown
Sector:
Global--Equity--General
Benchmark:
MSCI World ESG Leaders 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.
Shariefa Parker
Shariefa joined Customised Solutions in February 2013 as an investment analyst. She is primarily responsible for domestic and international portfolio management, optimisation and implementation. Shariefa also contributes to various research projects.
Prior to joining Customised Solutions, Shariefa held the position as Senior Valuations Specialist within Old Mutual Investment Group. She brings with her a strong understanding of valuation methodologies across a vast range of financial instruments in various asset classes. Shariefa has eight years of work experience within asset 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.


  • Fund manager's comment

2019/08/28 00:00:00
The fund aims to achieve long-term capital growth by primarily gaining exposure to the MSCI World ESG Leaders Index, 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 developed markets worldwide.
  • Fund focus and objective  
The fund aims to achieve long-term capital growth by primarily gaining exposure to the MSCI World ESG Leaders Index, 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 developed markets worldwide.
This fund suits investors with a longer-term investment horizon who primarily seek capital growth through exposure to the developed market equities that make up the MSCI World 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 World ESG Index Fund, a sub-fund of the Russell Investment Company Plc, which aims to replicate the performance of the MSCI World ESG Leaders Index. Derivatives may be used for efficient portfolio management purposes.
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