Planet a investment guide

This page is home to our tentative practical guide to more ethical and sustainable investment and fossil fuel divestment for South Africans who want a liveable planet and healthy society. The latest edition is from October 2024, and comes with a handbook.

Our handbook, in glorious technicolour, introduces the guide and provides practical steps towards divestment. This lists only three South African funds (international funds are in the full guide).

The full-length version includes funds available in South Africa which invest in emerging, global and offshore markets (with explanations of the differences between these categories and a host of other helpful information). 

Watch our Planet A Investment Guide Launch video

We hosted a Planet A Investment Launch in October 2024. We included an engaging panel discussion with Preanka Naidoo (Sanlam), Cerin Maduray (WWF), Waleed Hendricks (Old Mutual), and Traci Porter (Efficient Wealth), along with a compelling video by Johan Rockström on the urgent need to respect planetary boundaries.

Key takeaways from the discussion:

  • ESG funds outperform traditional funds over time, yet many financial advisors still hold misconceptions about their impact on returns.

  • Advisors need more training on ESG investing and its benefits for their clients—a clear opportunity for action.

  • An estimated US$90 trillion is expected to flow from baby boomers to millennials, with social investing playing a key role in preserving intergenerational wealth.

  • Strengthening “polluter pays” policies is essential but remains poorly enforced in South Africa, as seen with Sasol’s air quality breaches and delayed carbon tax implementation.