Sanlam Global High Quality C GBP Acc

Ranked 210 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Pieter Fourie

Sanlam’s head of global equities since 2012, Pieter Fourie is based in London. He is the lead portfolio manager for the Sanlam Global High Quality Equity fund and global equity segregated mandates. Fourie's responsibilities include fund management and research overseeing a team of six research analysts. Fourie received an honours degree in accounting from the University of Stellenbosch in 1994 and became a chartered accountant with Ernst & Young a few years later. He joined the Stonehage group in 1999 and successfully managed a global equity fund and global equity mandates for institutions and high net worth individuals while serving on various operating boards within the group across multiple jurisdictions.

Objective

The Fund will invest primarily in equity securities of companies listed or traded on the Recognised Exchanges. The investment policy will not be subject to any geographical or sector restrictions. The Investment Manager will invest in high quality investments. The Investment Manager defines a high quality investment as one with the some of the following characteristics: companies that typically have strong balance sheets enabling the company to service debt comfortably, high cash returns on assets, relatively low capital requirements, have a high market share in their chosen products or service lines, short customer repurchase cycles and long product cycles.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.8%
2018 -2.9% -5.3% 6.6% 4.3% -7.8%
2017 17.5% 7.2% 4.2% 0.2% 5.0%
2016 28.7% 5.2% 10.8% 8.0% 2.3%
2015 12.1% 6.3% -4.0% -0.4% 10.3%
2014 1.2% 2.1% 7.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
USD Cash 10.34%
GBP Cash 5.85%
Medtronic PLC ORD 4.51%
Alphabet Inc ORD 4.45%
Oracle Corp ORD 4.35%
Facebook Inc ORD 4.20%
Booking Holdings Inc ORD 3.67%
PepsiCo Inc ORD 3.66%
Tencent Holdings Ltd ORD 3.62%
Sage Group PLC ORD 3.47%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/02/2014
  • Share Class size65Mn
  • Base currencyGBP
  • ISIN IE00BJWHZ516

Purchase Info

  • Min. initial investment300
  • Min. regular additional investment0

Charges

  • Annual management0.55%
  • Initial investment0.00%

Related News

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).