Element Earth Equity SCI Fund

The Fund Objective

The Element Earth Equity SCI Fund is an actively managed, South African general equity fund that aims to provide investors with the opportunity to achieve long-term capital appreciation with a moderate level of income. This fund will be at least 95% invested in equities at all times.

ASISA Fund Category

  • South African- Equity – General

Risk Profile

Benchmark

  • FTSE/JSE All Share Index

Investment Universe

  • The fund is a long only domestic equity fund
  • Individual asset class limits:

– Equities: 80%-100%
– Foreign Holdings: 0%

Fees

  • The annual management fee of the fund is 1.50%, excluding VAT
  • This is a flat fixed fee per month, as we do not impose any performance related fees on our unit trusts

Fund manager

View Element Earth Equity SCI Fund Performance
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For further information, please view our Fund Fact Sheets/ Mandatory Disclosure Documents