Institutional Funds

Our flagship funds

Funds that invest in listed and unlisted socially responsible and developmental assets.

Infrastructure & Development Bond

Targets high cash returns through a combination of active interest rate risk management and yield enhancement by investing in listed and unlisted socially responsible and developmental assets.

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Development Equity

Targeting high returns by investing in equity and related assets that are socially responsible or developmental.

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Community Property

A portfolio specialising in the finance and development of retail shopping centres catering to the needs of under-serviced communities throughout South Africa.

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Agri-Funds

A portfolio specialising in equity investments in agricultural land, agribusinesses and farming infrastructure.

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Development Balanced

A balanced portfolio providing investors with social impact from a targeted and development perspective and exposure to listed equities that track the JSE’s SRI Index.

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Power Debt

Targets high cash returns through active interest rate risk management and yield enhancement. The Composite’s weighted average rated credit quality must be a minimum of BBB. Investments in this product are limited to listed and unlisted assets in the power sector and supporting industries.

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Power ILB

Targets high cash returns through a combination of active, real and nominal interest rate risk management and yield enhancement by investing in listed and unlisted assets in the power sector and supporting industries.

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Infrastructure & Development ILB

Targets high cash returns through a combination of active, real and nominal interest rate risk management and yield enhancement by investing in listed and unlisted socially responsible and developmental assets.

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