Unit Trusts


FACTSHEETASISA CATEGORYBENCHMARK
Element Global Equity SCI* FundDownloadGlobal – Equity GeneralMSCI World Index
(ZAR)
Element Earth Equity SCI* FundDownloadSouth African – Equity GeneralALSI
Element Balanced SCI* FundDownloadMulti Asset – High EquityAverage of the Multi Asset – High Equity Group
Element Real Income SCI* FundDownloadMulti Asset – Low EquityCPI + 3%

2020 Raging Bull Award

CATEGORY:
Best South African Multi-Asset High Equity Fund (straight performance over three years to December 2018.

  • Element Balanced SCI Fund – received the Raging Bull Certificate as the Best SA Multi-Asset High Equity Fund (straight performance over three years to December 2018).
  • Element Islamic Balanced SCI Fund – one of the three Raging Bull nominees for this award and the second best performing fund in the category.
  • Element, therefore, had the two best performing funds in this category for the three years ending December 2018. This is the largest ASISA Unit Trust category in terms of asset-size and the most competitive with the highest number of funds.

CATEGORY:
Best South African Multi-Asset Low Equity Fund (straight performance over three years to December 2018)

  • Element Real Income SCI Fund Fund – one of the three Raging Bull nominees for this award and the second best performing fund in the category.

Disclaimer:

Sanlam Collective Investments (RF) (Pty) Ltd SCI”, a registered and approved Manager in Collective Investment Schemes in Securities. Collective investment schemes are generally medium- to long-term investments. Past performance is not necessarily a guide to future performance, and that the value of investments / units / unit trusts may go down as well as up. A schedule of fees and charges and maximum commissions is available from the Manager on request. Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. The Manager does not provide any guarantee either with respect to the capital or the return of a portfolio. SCI retains full legal responsibility for the third party portfolio. The Manager has the right to close the portfolio to new investors in order to manage it more efficiently in accordance with its mandate. An annualised return is the weighted average compound growth rate over the period measured. Performance is based on NAV to NAV calculations with income reinvestments done on the ex-div date. Performance is calculated for the portfolio and the individual investor performance may differ as a result of initial fees, actual investment date, date of reinvestment and dividend withholding tax. If the fund holds assets in foreign countries it could be exposed to the following risks regarding potential constraints on liquidity and the repatriation of funds: macro-economic, political, foreign exchange, tax, settlement and potential limitations on the availability of market information. If the fund holds assets in foreign countries it could be exposed to the following risks regarding potential constraints on liquidity and the repatriation of funds: macro-economic, political, foreign exchange, tax, settlement and potential limitations on the availability of market information.

*SCI refers to  Sanlam Collective Investments.