We invest in assets and regions where gaps or backlogs in social infrastructure have been identified, to create commercially sustainable investments, that provide large scale positive impact, with a focus on Housing, Education and SMME & Consumer Finance opportunities.
We manage in excess of *R7.7 B (USD442 M) of assets, across five active funds, namely the Housing Impact Fund South Africa, the Financial Sector Charter Fund, the Schools and Education Investment Impact Fund South Africa, the Old Mutual Retirement Accommodation Fund and the Education Investment Impact Fund of South Africa.
*as at 30 June 2020.

We invest in assets and regions where gaps or backlogs in social infrastructure have been identified, to create commercially sustainable investments, that provide large scale positive impact.
Our high-performance investment professionals operate in focused teams, each with a deep sector focus and specialization, and are passionate about delivering on their dual mandate of generating attractive risk-adjusted returns while making a positive social impact.
Our extensive experience in Impact Investing, since 2007, enables us to find and execute on the best available opportunities, and our ongoing active management style ensures that we extract the best outcomes for our investors.
We make debt, equity and hybrid investments, to best suit each respective transaction, and invest alongside specialist operators to extract the best commercial and impact outcomes from each investment opportunity.
We actively pursue making a meaningful contribution to four of the United Nations Sustainable Development Goals, being Quality Education, Decent Work & Economic Growth, Reduced Inequality and Sustainable Cities & Communities.

Our impact
- ZAR 1.5 B invested
- In 41 schools with 23 600 learners and 1 400 permanent staff
- Projecting 32 000 learners and 1 700 permanent staff in current portfolio of schools (at capacity)
- Matric pass rate in 2019 of 92% versus National Average of 81%
- University exemption in 2019 of 48% versus National Average of 37%
- 6 700 matric passes and 2 900 university exemption passes since inception to date
- 85% of portfolio schools operate in the Affordable Market segment
- Four out of eight current school operators are 100% Black Owned

- ZAR 3.7 B invested
- In 24 housing development projects
- 17 200 houses and erven transferred to date
- 40 000 transfers expected over the life of the projects
- 77% in Affordable Market segment

- ZAR 1.2 B invested
- In 12 retirement villages
- 1 700 completed units, including frail care and assisted living units
- 500 units under construction or in committed pipeline
- Enhanced access for elderly market to security, healthcare and other support services

- ZAR 4.3 B invested
- In 16 rental and student housing portfolios
- 8 000 rental units to date
- 9 900 student beds to date
- 93% in Affordable Market segment

- ZAR 6.6 B invested
- 8 300 mortgage bonds financed
- 230 000 home improvement loans financed
- 180 000 unsecured housing loans financed
- 11 200 taxis financed
- 3 400 ATMs financed
- 95% in Affordable Market segment

Our diverse skill set enables us to find and complete successful investments.
Our funds provide investors with an opportunity to earn attractive, risk adjusted returns, while making a contribution to a positive social impact.
Zom Chizura
Head: Impact Investing
Tel: +27 (0)21 509 5022
Send an email: info@oldmutualalternatives.com
Ettienne de Kock
Head: Business Development
Tel: +27 (0)21 509 5022
Send an email: info@oldmutualalternatives.com
Tebogo Mokgata
Head: Origination & Projects
+27 (0)21 509 5022
Send an email: info@oldmutualalternatives.com
Tania Pillay
Administrator: Impact Investing
Tel: +27 (0)21 509 5022
Send an email: info@oldmutualalternatives.com