Quarterly Newsletters

A few words from our chairman

The volatility we saw in 2016 has continued unabated in 2017. The key difference being that most of the volatility in 2017 to date has been localised, whereas 2016 tended to be more global in nature.

Are we there yet?

For those of you that travelled with children over the Easter period this would have been a common refrain! However, in the context of the article, it refers to the question we have been most oft asked this year – viz. “Have we reached the end of the value outperformance cycle?”

"The Bus for Us"

“The Bus for Us” should be a familiar slogan for Cape Town drivers. It is the slogan for the Golden Arrow Bus Services, a company which operates more than 1000 buses in Cape Town and has been operating in the region for more than 150 years. Older than the first fuel buses which were only introduced in 1911!

Co-naming of Element’s Unit Trust Funds – the “Who, When, and Why”?

During the latter part of April 2017, investors across the nine Element Unit Trust Funds will receive a ballot letter requesting their approval to amalgamate the range of Element Unit Trust Funds, established under the Element Unit Trusts Collective Investments...

Fund Reports - 31 March 2017

Please view for a comprehensive overview of Element's funds' performance to the month ended 31 March 2017.

Shari’ah Investment Track Record - March 2017

In June 2000 Element becomes the investment manager of the Futuregrowth Pure Equity Fund (currently named the Old Mutual Albaraka Equity Fund - a unit trust with a restricted mandate based on Islamic principles). Element was the investment manager of this fund until March 2005...

Responsible Investment - First Quarter 2017

Element is concerned about global water risks. We joined a PRI collaborative engagement on water risks in the agricultural supply chains. The engagement targets listed companies in the food, beverage, apparel, retail and agricultural products sectors based on their exposure to water risks.

Minimum Disclosures

Collective Investment Schemes in Securities (CIS) prices are calculated on a Net Asset Value (NAV) basis, which is the total value of all assets in the Fund, including any income accrual and less all permissible deductions in terms of the Act, divided by the number of units in issue. Permissible deductions include brokerage, MST, auditor’s fees...
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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