A global orientation can be seamlessly met with an exchange traded fund (ETF). These highly efficient products act as financial wrappers. They can hold multiple shares from multiple countries.
Socially conscious investment products are also widely available. A reputable research team can provide a stamp of approval that a fund’s constituent companies have met rigorous ethical and financial standards.
We bring these together with the 1nvest MSCI World Socially Responsible Investment Index Feeder ETF. This fund includes large and mid-cap stocks across 23 developed markets. Listed on the JSE, the fund achieves this global diversification while letting you invest using South African rands. From information technology and financial services to healthcare and energy, this fund is also diversified across industries.
Just as important, each stock in this fund has been evaluated by MSCI ESG Research. This team tests thousands of firms worldwide for environmental, social and governance-related business practices. All shares in the MSCI World Socially Responsible Investment Index have passed muster with this body.
Social screens ensure you aren’t investing in businesses involved with tobacco, gambling, adult entertainment and other products with negative social impact. Environmental criteria rule out the likes of thermal coal, oil sands and other industries that excessively damage the environment.
None of this should mean that this fund doesn’t target financial returns. Over the 15 years to July 2024, the MSCI World SRI Index (as tracked by the 1nvest MSCI World Socially Responsible Investment Index Feeder ETF) turned $100 invested into more than $500.
The 1nvest MSCI World Socially Responsible Investment Index Feeder ETF is our answer to the challenge of investing for monetary and non-monetary benefits. Globally expansive and ethically constituted, it’s an all-rounder for investors who want both.
Read about how this fund can benefit your portfolio: https://1nvest.co.za/wp-content/uploads/fund-factsheets/1nvest_MSCI_Socially_Responsible_Investment_Index_Feeder_ETF_Comprehensive.pdf
Collective Investment Schemes (CIS) are generally medium- to long-term investments. The value of participatory interests may go down as well as up. Past performance is not necessarily a guide to future performance. CIS are traded at ruling prices and can engage in borrowing and scrip lending. A schedule of fees and maximum commissions is available on request from the manager. The manager does not provide any guarantee with respect to the capital or the return of a CIS portfolio. These portfolios are third-party-named incubator portfolios. The manager retains full legal responsibility for these portfolios.
1nvest Fund Managers (Pty) Ltd is an authorised financial services provider (FSP), FSP No. 49955, under the Financial Advisory and Intermediary Services Act (FAIS), Act No. 37 of 2002. The manager of the Schemes is STANLIB Collective Investments (RF) Pty Ltd and registered in terms of CISCA. For the basis and information on awards and rankings, please contact [email protected].
