Balanced Mandates

Our balanced funds are actively managed and aim to provide investors with the opportunity to achieve long term capital appreciation with a moderate level of income.  Balanced funds are suitable for retirement and other savings funds that do not perform their own asset allocation and are looking to enhance their risk adjusted returns by using the investment and asset allocation expertise of Element Investment Managers. 

A balanced portfolio, managed with a focus on the risk of loss, is deemed an appropriate vehicle to achieve absolute returns for a retirement fund over the long term.

 
 

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