Quarterly Newsletters

A few words from our Chairman

2017 has been a material year to date in the restructuring of Element’s operations for the long-term benefit of all our stakeholders.

Focusing on Valuations

South African Equity markets delivered abysmal returns for investors over the last three years as is highlighted in the table of returns below. For the 1, 2 and 3 year periods ending 30 June 2017, neither of the primary SA Equity benchmarks, the All Share Index [ALSI] and the Shareholder Weighted Index [SWIX], were able to beat either cash or inflation over any of the periods in the last 3 years. As is highlighted below – an investor would have been better off with “money in the bank” (i.e. cash) than being invested in the SA Equity market as returns went backwards in real terms.

Fund Reports - 30 June 2017

Please view for a comprehensive overview of Element's funds' performance to the month ended 30 June 2017.

Shari’ah Investment Track Record - June 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 – Second 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