“New responsible investing index outperforms ALSI SWIX” – Moneyweb – April 14, 2016

An article published on Moneyweb on April 14, 2016 profiles the Old Mutual Responsible Investment Equity Index in South Africa.  “It achieved cumulative returns of 70.8% over the period, while the Shareholder Weighted Index (SWIX) – from which it is drawn – achieved cumulative returns of 65% over the same period.  The returns were based on back-tested results as the fund was only recently launched to institutional investors. A retail offering is expected later this year.”

The article explains the fund construction process, including two filters.

You may read the article on the Moneyweb internet site.