The Impact Investing team has over *USD454.7 million (ZAR 7.4 billion) under management. The business invests in assets and regions where gaps or backlogs in social infrastructure have been identified, by creating commercially sustainable investments that provide large scale positive impact - with a focus on Housing, Education and Financial Inclusion opportunities. Being a pioneer in the industry, we maximise partnerships to invest at scale and aim to have a large-scale impact with positive developmental outcomes.
*as at 30 June 2022.

Our high-performance investment professionals operate in focused teams, each with a deep sector focus and specialisation, and are passionate about delivering on their dual mandate of generating competitive risk-adjusted returns whilst 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 invest in both debt and equity 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 47 schools with 24 300 learners and 1 700 permanent staff
- Projecting 35 000 learners and 1 900 permanent staff in current portfolio of investments (at completed capacity)
- Matric pass rate in 2021 of 92% versus National Average of 76%
- University exemption in 2021 of 59% versus National Average of 36%
- 8,000 matric passes and 4,200 university exemption passes since inception to date
- 80% of portfolio schools operate in the Affordable Market segment
- Five out of nine current school operators are 100% Black Owned

- ZAR 3.7 B invested
- In 24 housing development projects
- 19 425 houses and erven transferred to date
- 40 000 transfers expected over the life of the projects
- 80% 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
- 200 units under construction or in committed pipeline
- 93% in Affordable Market segment

- ZAR 6.6 B invested
- 8 300 mortgage bonds financed
- 236 000 home improvement loans financed
- 180 000 unsecured housing loans financed
- 11 200 taxis financed
- 3 400 ATMs financed
- 84% 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 competitive, risk adjusted returns, while making a contribution to a positive social impact.
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