SELECT FR ESG EQUITY FUND Managed in partnership with 10X
One of Africa’s leading passive investment management businesses
Level 4 BEE contributor
Group Assets > R 7.9 billion
Background
10X Investments is an independent South African investment manager with a track record spanning more than 16 years. The firm manages in excess of R50 billion across a range of investment products and serves clients through its intermediary, direct-to-consumer and employee benefits channels. 10X specialises in outcome-based investment solutions and focuses on disciplined portfolio construction, efficient implementation and helping investors achieve their long-term financial goals.
Investment Philosophy and Process
The Select FR ESG Equity Fund aims to deliver high long-term capital growth by investing in socially responsible securities. The portfolio’s equity exposure will exceed 80% of net asset value, with investment decisions guided by environmental, social and governance criteria. The Fund’s universe includes listed equity securities, preference shares, property shares and property-related securities, money market and other interest-bearing instruments, assets in liquid form, collective investment schemes, and listed or unlisted financial instruments. It tracks the S&P SA DSW Capped ESG Index excluding Sasol.
10X’s investment process focuses on disciplined implementation, diversification and cost efficiency. The portfolio is managed in line with its ESG index methodology, while maintaining broad exposure to socially responsible South African listed securities and seeking efficient, long-term equity market participation.
CORE INVESTMENT TEAM
Chris Rule
Chris Eddy
Stuart Wocke
| Team member | Position | Qualifications | Years’ experience |
|---|---|---|---|
|
Chris Rule |
Head of Investment Solutions |
H.Comm (Financial Analysis), CFA, CAIA |
26 |
|
Chris Eddy |
Head of Investments |
Master’s in Finance, CFA |
13 |
|
Stuart Wocke |
Portfolio Manager |
B.Comm (Hons) in Financial Management |
15 |