About Element

Element Investment Managers is an independent, owner-managed company established in 1998. It provides discretionary investment management services to individuals, institutions and retirement funds.

Element Unit Trusts offers the investor a choice of unit trusts. The objective of these unit trusts is to maximise long-term, real absolute returns, while reducing downside risk through active management.

Guiding Principles

Independent – Independence is central to investment analysis and management, and the principles of shareholder activism. Independence comes from avoiding conflicts of interest, a thorough knowledge of our field and having the courage of our convictions.

Integrity – The values and professional attitude that allows us to deal honestly, fairly and respectfully with all stakeholders and the commitment to provide them with the best service we can.

Active – The energy to get involved and to make changes where we believe such changes will be to the long-term benefit of our clients.

Innovative – Innovative thinking is key to the entrepreneurial spirit. We aim to foster original thought within our organisation by providing an environment where views can be shared and ideas adopted to the benefit of our clients.

Teamwork – Trusting one another and working together is a better way of achieving our common goals and objectives. We foster an environment where all employees feel valued so that they can contribute to their fullest potential.

Citizenship – Being good citizens is core to Element Investment Managers. We are active in the process of decreasing disparity and building capacity of all South Africans through:

Our involvement in community activities,

Our procurement policies, and

Our employment policies.

Client Philosophy

Element Investment Managers is committed to the following principles with respect to our clients:

Loyalty, prudence and care – Element Investment Managers has a duty of loyalty to its clients and will act with reasonable care and exercise prudent judgment. We will act for the benefit of our clients and place our clients’ interests before our own.

Fair dealing – Element Investment Managers will deal fairly and objectively with all clients when providing investment analysis, making investment recommendations, taking investment action or engaging in other professional activities.

Performance presentation – When communicating investment performance information, Element Investment Managers will make all reasonable efforts to ensure that it is fair, accurate and complete.

Risk Alignment – Element Investment Managers, its management and staff invest in the products we offer our clients.

Transparency of fees – All fees received with respect to the managing of client investments will be fully disclosed.

Feedback – Element Investment Managers is committed to provide regular, accurate feedback to our clients through efficient administration and excellent client service.

International benchmarking – Element Investment Managers is committed to abiding by the CFA Institute Code of Ethics and Standards of Professional Conduct. We were also the first South African asset manager to sign the United Nations Principles for Responsible Investment.