Balondolozi ESG Fund

BALONDOLOZI ESG FUND

Better returns begin with sustainable investing. At Balondolozi we believe that ESG is fundamental for value accretion since it leads to efficient capital allocation, which in turn leads to higher longer-term returns. In line with its philosophy, Balondolozi has developed a quantitative approach to scoring firms on ESG and launched an ESG fund on the 1st of October 2021.

The fund aims to generate an excess return above the benchmark on a consistent long-term basis through investing in companies with good ESG scores versus their peers. This is achieved by rating companies on their ability to manage Environmental, Social and Governance (ESG) risks relative to their peers. The fund holds overweight positions in companies with good ESG scores and reduces or even avoids exposure in poorly rated counters.

Investment Objective

The fund seeks to achieve long-term growth by gaining exposure to companies with high ranking Environmental, Social and Governance (ESG) scores relative to their peers.

Benchmark: FTSE/JSE Capped SWIX All Share Index

Risk: High