ESG bundle
The goal is to generate capital growth with minimum environmental impact.
HORIZON
> 2 Years
Available In
ZAR
Portfolio Type
Core
Investment Objective
Capital Growth and Income
STRATEGY
Risk Targeted
BENCHMARK
N/A
BUNDLE FEE
1.00%
TER
0%
About this Fund
Environmental, social, and governance (ESG) investing (also known as "socially responsible investing," "impact investing," and "sustainable investing") refers to investing that prioritizes the best environmental, social, and governance (ESG) elements or results. ESG investing is often seen as a means of investing "sustainably," that is, with the environment and human well-being, and the economy, in mind. It is based on the rising belief that environmental and social variables are becoming increasingly important with regards to an organization's financial success.
Who is this Suitable for?
- You are looking for high capital growth over the long term, in a diversified portfolio.
- You are comfortable taking on significant risk through market fluctuations which could result in capital loss.
- You are ideally investing for at least 5 years.
Investment Strategy
Bonds 0%
Cash 12.85%
Foreign Equity 15.08%
Property 0%
Equity 72.07%
Fund Charges (excl. VAT)
BUNDLE FEE
1.00% P/A (excl VAT)
TRANSACTION COSTS
0.58%
underlying total expense ratio (ter) Learn about what the total expense ratio is.
0%
total investment cost
1.58%
Transaction costs are estimated over a 3 year annualised period