Responsible investing in South Africa? a retail perspective

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dc.contributor.authorViviers, Suzetteen_ZA
dc.contributor.authorFirer, Colinen_ZA
dc.date.accessioned2014-07-07T12:32:27Z
dc.date.available2014-07-07T12:32:27Z
dc.date.issued2013
dc.descriptionCITATION: Viviers, S. & Firer, C. 2013. Responsible investing in South Africa? a retail perspective. Journal of Economic and Financial Sciences, 6(1):a285, doi:10.4102/jef.v6i1.285.
dc.descriptionThe original publication is available at https://jefjournal.org.za
dc.description.abstractThis research addresses a gap in the literature on responsible investing (RI) in South Africa by studying the risk-adjusted performance of RI unit trusts available to retail investors. The Sharpe, Sortino and Upside-potential ratios for 16 RI unit trusts, their benchmarks and a matched sample of conventional unit trusts were calculated for the period 1 June 1992 – 31 August 2011. Most of the RI unit trusts in South Africa use exclusionary screens based on Shari’ah (Islamic) law with the remaining funds focusing on social issues, such as labour relations and social development. The total expense ratios of RI unit trusts are slightly higher than those of conventional funds, but no different from that of their benchmarks or a matched sample of conventional unit trusts. It is suggested that local assets managers expand the range of retail RI unit trusts available in the country.
dc.description.urihttps://jefjournal.org.za/index.php/jef/article/view/285
dc.description.versionPublisher's version
dc.format.extent26 pages
dc.identifier.citationViviers, S. & Firer, C. 2013. Responsible investing in South Africa? a retail perspective. Journal of Economic and Financial Sciences, 6(1):a285, doi:10.4102/jef.v6i1.285.
dc.identifier.issn2312-2803 (online)
dc.identifier.issn1995-7076 (print)
dc.identifier.otherdoi:10.4102/jef.v6i1.285
dc.identifier.urihttp://hdl.handle.net/10019.1/94596
dc.language.isoen
dc.publisherOASIS
dc.rights.holderAuthors retain copyright
dc.subjectRetail trade -- South Africaen_ZA
dc.subjectInvestments -- South Africaen_ZA
dc.titleResponsible investing in South Africa? a retail perspectiveen_ZA
dc.typeArticle
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