Element Amalgamation with SCI

What is the background to the amalgamation with SCI?

We are in the final stages of co-naming our Element Unit Trust Funds with Sanlam Collective Investments (“SCI”). The expected effective amalgamation date is set as the 8th July 2017. After this date, the administrative and operational aspects of investing with Element will be handled by SCI and will be in-line with best practices – to the benefit of all parties. Just to reiterate, Element Investment Managers will remain the investment manager of the underlying funds and there will be no changes to the underlying Unit Trust portfolios, nor any impact on the manner in which the funds are managed.

2017 06 14 - Element Investor letter

Element Unit Trust - Amalgamation Ballot

Element co-naming with SCI - FAQ

 
 

WE WERE THE FIRST SOUTH AFRICAN INVESTMENT MANAGER TO SIGN THE UNITED NATIONS PRINCIPLES FOR RESPONSIBLE INVESTMENT

WE ARE COMMITTED TO THE CODE FOR RESPONSIBLE INVESTING IN SOUTH AFRICA