Pooled Bond Fund

Investment Objectives

The Element Fixed Interest Pooled Fund is an actively managed, South African fixed interest fund that aims to provide investors with the opportunity to achieve a high level of income with moderate long-term capital appreciation.

Investor Profile

The fund is targeted at retirement and other savings funds that perform their own asset allocation and are looking to enhance their risk adjusted returns by using the investment expertise of Element Investment Managers in their asset mix.

Key Facts

  • Inception Date: 1 September 2004
  • Manager: Element Investment Managers
  • Fund Risk Profile: Low
  • Investment Time Horizon: 5 - 10 years
  • Benchmark: All Bond Index
  • Investment Universe: Quoted Fixed Interest and other Credit Instruments
  • Maximum Duration: ALBI plus 1 year
  • Minimum Duration: ALBI less 1 year
  • Fund Limits & Constraints: All Element Investment Managers internal risk parameters apply

Reporting

  • Monthly: Performance, Risk and Return Attribution Data; Asset and Sector Allocation; Top Ten Holdings
  • Quarterly: Quarterly Market Review
  • Biannual: Presentations in the major centres
  • Annual: Full portfolio holdings and transaction reports

Asset Management Fees

A rack rate of fees is available from Element Investment Managers upon request.

 
 

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