African Investment Specialist

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.

Sustainable Capital Africa Equity Funds

Africa Sustainability Fund

Long-only diversified portfolio:

  • 50 stocks
  • Target portfolio turnover 20%
  • Benchmark agnostic
  • Rules-based sustainable investment process
  • Inception: 1 November 2009

Africa Sustainability Fund »

Africa Alpha Fund

Long-only concentrated portfolio:

  • 15-30 stocks
  • Target portfolio turnover 20-50%
  • Benchmark agnostic
  • Valuation-led sustainable investment process
  • Inception: 1 February 2012

Africa Alpha Fund »