n South African Actuarial Journal - The relative investment performance of the Community Growth Fund

Volume 5, Issue 1
  • ISSN : 1680-2179


This paper examines the impact of social criteria on the investment performance of the Community Growth Fund, a trade-union-controlled South African unit trust. It gives a brief history of the fund, discusses reasons for performance deviations, and shows that there may be reason for believing that some social criteria improve performance.

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