More about Unity Inc.
OUR VISION is to be the leading trade union-owned investment management company through investing retirement funds in a socially responsible way.
OUR MISSION is to provide trade union members with stable retirement funding through affordable, socially responsible investment products that yield sustainable returns.

Our History

Nearly 30 years ago, Unity Inc set out to change the way trade-union funded investments were made.

Until then, investments typically funded developments in urban areas and not in rural areas or townships, where black people would benefit.

We set out to help change this by making sure trade-union investments were put towards projects that had a positive influence on much-needed social development and our environment.

In this way we helped to pave the way towards socially responsible investment in South Africa, while making sure that trade union members had secure and comfortable retirement savings to look forward to.

Founding Members of Unity Incorporation

National Union of Mineworkers – NUM

Paper, Printing, Wood and Allied Workers Union – PPWAWU (later CEPPWAWU)

Transport and General Workers’ Union – T & GWU (later SATAWU)

Construction and Allied Workers’ Union – CAWU (amalgamated NUM)

Metal and Electrical Workers’ Union of South Africa – MEWUSA

Transport and Allied Workers’ Union – TAWU

National Union of Food, Wine, Spirits and Allied Workers – NUFWSAW


  • Encourage investment for social change
  • Help address the imbalances of the past
  • Promote the goals of the Reconstruction and Development Programme
  • Contribute towards infrastructural development
  • Contribute towards job creation and the elimination of unemployment
  • Broaden participation in the economy
  • Help ordinary workers be part of the investment space


Advance socially responsible investment and the influence of trade unions in the economy through…

1. Shares in unit trust management companies.

2. Establishing, owning and managing financial vehicles – independently or jointly with other organisations – for trade union member retirement funds and personal investments.

3. Participating in ventures that might advance Unity’s objectives, or implementing such ventures.

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