Sanlam Stable Global Equity B USD

Ranked 74 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Lorenzo Dicorrado

Lorenzo Dicorrado joined Sanlam FOUR in October 2011 as an Assistant Global Equity Fund Manager and was promoted to Fund Manager in December 2015. Prior to joining Sanlam FOUR, he was employed at SEI investments, where he worked as an Investment Analyst, specialising in UK and European equities. Lorenzo holds an MSc in Investment Management from Cass Business School and is a CFA Charterholder.

Colin McQueen

Colin McQueen joined Sanlam FOUR in October 2010 as a Senior Global Equity Fund Manager. Prior to joining FOUR, he was Managing Director and Head of Global Value Equities at Morgan Stanley Investment Management. In this role, Colin was responsible for the management of $2.0bn of global equities. Prior to this position, Colin had been Managing Director and Portfolio Manager at UBS, where his team managed $36bn of global equities. Colin was the lead manager on $10bn. During his 16 years’ experience at UBS, he was also Portfolio Manager for US equities and Fund Manager for UK Equity and Balanced Funds where he assisted with the management of £1.1bn of assets. Colin holds an MPhil in Economics from the University of Cambridge and is an Associate of the Institute of Investment Management and Research. Colin is currently based in London, and his interests outside of work include football, swimming, yoga, the theatre and backgammon.

Stephen Walker

Stephen Walker joined FOUR in October 2010 as a Senior Global Equity Fund Manager. Prior to joining FOUR, he was a Portfolio Manager at Morgan Stanley Investment Management, where his team was responsible for the management of $2bn of global equities. Prior to this position, Stephen was Senior Banks Analyst and Global Sector Coordinator Financials at UBS Global Asset Management. Stephen holds an MSc International Banking and Financial Studies from the University of Southampton. He is a CFA Charter holder and an Associate of Institute of Investment Management & Research. Born in Woking in the UK and currently based in London, his interests outside of work include skiing and motor sports.

Objective

The objective of the Fund is to target capital growth over the long term. The Fund's investment objective will be achieved through investment primarily in global listed companies. There is no particular geographical or sectoral focus. The securities will primarily be common stocks and other securities with equity characteristics, including preferred stocks, warrants, rights and convertible securities, as well as depository receipts, for such securities all of which are traded on securities exchanges or regulated markets. The Funds stock selection criteria will focus on non-cyclical stocks, hence the significance of Stable in the Fund title.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019
  • Rank 74/752 Total Return
  • Rank 147/752 Standard Deviation
  • Rank 72/752 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.2%
2018 0.8% -6.9% 8.1% 7.8% -7.1%
2017 3.9% 6.7% -1.3% -3.6% 2.3%
2016 21.6% 3.2% 8.3% 5.9% 2.8%
2015 8.3% 7.0% -4.9% -4.6% 11.5%
2014 17.1% 1.1% 1.8% 4.5% 8.9%
2013 33.3% 19.2% 5.0% 1.7% 4.7%
2012 -1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Guernsey
  3. Ireland
  4. United Kingdom

Fund Info

  • Launch date10/09/2012
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN IE00B8HRYS59

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

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

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