and our strategy enables
our core business activities
To deliver investment excellence for the benefit of all stakeholders
directed by our
material matters
to generate long-term
value outcomes
The quality of
our capital inputs
for all our
stakeholders
Of Rand-dominated retail assets in top quartile of peer groups since inception.
Of institutional client assets outperformed benchmark since inception
*FTSE/JSE Capped Shareholder Weighted Index from 1 May 2017. Previously 50% Resources (inception to 31 January 2002) and FTSE/JSE Shareholder Weighted Index. (1 February 2002 to 30 April 2017)
We integrate material ESG-related risks and opportunities into our investment decision-making process in order to account for these factors assessing the long-term value of each of the companies in which we invest.
We engage with investee companies through informed dialogue about the environmental and social impact of their everyday operations and appropriate governance to drive long-term business success.
We collaborate with industry bodies and like-minded organisations to advocate for better policies and ESG-related practices. Collaborative engagements are critically important when addressing issues such as climate change.
Engagements
Companies
Voting resolutions
Shareholder meetings
of our employees
of our board directors
of our employees
of our new starters
Representing 42% of our total AUM is managed by black investment professionals
B-BBEE contributor as measured by the financial sector code
black IFA practices supported through the ASISA IFA Development Programme
black analysts received financial support to train via the Vunani Securities Training Academy
South Africa-based employees, ownership & AUM as at 30 September 2023.
Enterprise development figures are since project inception.
