Invest in what matters Investing responsibly is your choice.
Having our funds ESG rated is ours.

A first for South Africa!

Old Mutual Wealth is the first Linked Investment Service Provider (LISP) in the South African investment industry to publish the Environmental, Social and Governance (ESG) rating of its own locally domiciled unit trusts. . The Old Mutual Wealth ESG Ratings was formed through collaborating with MSCI, a global leader in investment research. These ratings will enable investors to easily identify investment funds with higher ESG scores and allow investors to make informed choices about where to invest responsibly.
Start your responsible investing journey today.

Responsible investing is an investment approach that considers Environmental, Social and Governance (ESG) factors together with financial returns in order to achieve sustainable long-term returns

Why ESG?

Companies with higher ESG scores have proven to outperform those with weaker ESG scores. In times of crisis such as the Covid-19 market crash in 2020, companies with high ESG scores showed resilience and delivered superior investment returns when compared to those with lower ESG scores. Given this evidence of ESG driving long-term investment performance, many investors have integrated sustainable investing into their portfolios.

A person sits at the edge of a cliff overlooking a forest.
Choosing to invest with purpose is now simpler than ever

We’re one of the leaders in innovation of ESG unit trusts for retail investors through Old Mutual Investment Group. To date, we have three ESG unit trusts; Old Mutual MSCI Emerging Markets ESG Index Feeder Fund and the Old Mutual MSCI World ESG Index Feeder Fund (launched in 2018) and the Old Mutual ESG Equity Fund, the first ESG fund invested in South Africa. 

Our commitment to ESG goes beyond just products, with most of the Old Mutual funds having ESG integration in their investment process.

Turbines at sunset on a South African wind farm.

We have designed the Old Mutual Wealth ESG Ratings Scale to provide critical fund-level ESG transparency to create a better understanding and measurement of the nature and characteristics of ESG portfolios.

An Old Mutual Wealth client reviews the ESG Ratings Scale to better understand ESG funds.

Our objective is to partner with other companies across financial services to motivate the broader financial services industry to adopt an ESG ratings scale with MSCI or other ratings agencies, to make this information publicly and easily accessible and continue to build trust and transparency in our industry.