Element Pooled Equity Fund

Investment Objectives

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

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: Higher than average
  • Investment Time Horizon: 5 - 10 years
  • Benchmark: All Share Index
  • Investment Universe:  Listed Equities and Property Trusts
  • Maximum Exposure:  100% Equities and Property Trusts
  • Minimum Exposure:   95% Equities and Property Trusts
  • Fund Limits & Constraints: All Element Investment Managers internal risk parameters apply
  • Derivatives allowed for exposure purposes only

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