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Investment Philosophy Investment Process Responsible Investing
 
Sustainable Capital is an independent, owner-managed, responsible investment asset manager that specialises in the research and management of listed African equity securities. We use proprietary, in-house fundamental research to inform the asset valuations and sustainability assessments that guide investment decision-making and stock selection. Company analysis includes an in-depth assessment of the long-term, sustainability risks and opportunities that are material to financial performance and shareholder value. Our investment philosophy is that the sustainability performance of countries and companies is fundamentally linked to long-term investment returns, yet inefficiently priced by African financial markets.
Fund Performance* (USD, total returns, gross-of-fees)
* Sustainable Capital claims compliance with the Global Investment Performance Standards (GIPS) and has prepared and presented this report in compliance with the GIPS standards. Sustainable Capital has not been independently verified.
 
Africa Sustainability Fund
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African Geographic Spread

Egypt (25.8)
Morocco (24.1)
Nigeria (9.3)
Other Africa (7.4)
Kenya (7.1)
Mauritius (6.1)
Non-Africa (5.6)
Zambia (4.7)
Ghana (2.8)
Tunisia (2.5)
Mali (2.3)
Senegal (1.1)
Uganda (1.1)      
 

African Sector Spread

Financials (33.2)
Telecoms (20.3)
Industrials (12.5)
Metals and Mining (8.7)
Consumer (8.0)
Oil and Gas (7.6)
Real Estate (4.9)
Gold (2.6)
Utilities (1.6)
Diversified (0.6)