Minimum Disclosure Documents (Fund Fact Sheets)

NOTICE

Due to technical difficulties at our third party service provider, the publication of our Minimum Disclosure Documents (“MDDs”) for July and August 2017 have been delayed. We will publish and distribute the MDDs as soon as we receive them. We apologise for any inconvenience. Please contact us at 021 426 1313 or utclientservices@elementim.co.za for more information.

On 8th July 2017 Element Unit Trust Funds entered into a co-naming agreement with Sanlam Collective Investments (“SCI”). Following this amalgamation, Element Investment Managers will remain the investment manager of the underlying funds and there will be no changes to the underlying Unit Trust portfolios, nor any impact on the manner in which the funds are managed. However, the administrative and operational aspects of investing with Element will be handled by SCI.

Investors should note that all Minimum Disclosure Documents will also be available on https://www.sanlaminvestments.com/financialplanners/factsheetcentre/Pages/co-brands.aspx

  1. Earth Equity Fund

    1. View the latest Fact Sheet
    2. View the latest Investment Report
     
  2. Flexible Fund

    1. View the latest Fact Sheet
    2. View the latest Investment Report
     
  3. Balanced Fund

    1. View the latest Fact Sheet
    2. View the latest Investment Report
     
  4. Real Income Fund

    1. View the latest Fact Sheet
    2. View the latest Investment Report
     
  5. Global Equity Fund

    1. View the latest Fact Sheet
    2. View the latest Investment Report
     
  6. Specialist Income Fund

    1. View the latest Fact Sheet
    2. View the latest Investment Report
     
  7. Islamic Equity Fund

    1. View the latest Fact Sheet
    2. View the latest Investment Report
     
  8. Islamic Balanced Fund

    1. View the latest Fact Sheet
    2. View the latest Investment Report
     
  9. Islamic Global Equity Fund

    1. View the latest Fact Sheet
    2. View the latest Investment Report
     
 
 

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