Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Sanlam Active UK A GBP

Ranked 65 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Christopher Rodgers

Chris Rodgers graduated from Worcester College Oxford with an MA in human sciences. He started his career at Schroders in 1982 where he became a senior fund manager working for over 20 years at the company. In 2003 he moved to HSBC as head of UK equity. Chris is currently a senior fund manager and director at Four Capital Partners Ltd and adopts a bottom-up, intrinsic value investment style. He is a qualified Associate of the UK Society of Investment Professionals.

Objective

The investment objective of the Fund is to increase the value of shares over the longer term. The Fund invests in stocks and shares of companies listed on stock exchanges in the UK and in instruments which have the same or a similar effect as investing in stocks and shares of such companies.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 65/255 Total Return
  • Rank 72/255 Standard Deviation
  • Rank 80/255 Max Drawdown
Fund Name Currency Risk
72 Sanlam Active UK A GBP GBP

12.2

72 TT UK Equity A GBP

12.2

74 JPM UK Equity Core E Net Acc GBP

12.2

Fund Name Currency Loss
79 Barclays GA - UK Opportunities M Inc GBP GBP

-12.8%

80 Sanlam Active UK A GBP GBP

-12.8%

81 HSBC UK Focus Acc GBP

-12.8%

82 RBS Growth GBP

-12.9%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.2%
2018 -11.3% -7.7% 9.8% -2.8% -10.0%
2017 15.3% 5.1% 1.7% 1.7% 6.2%
2016 5.5% -5.6% -8.2% 14.0% 6.8%
2015 0.8% 6.5% 2.0% -9.0% 2.0%
2014 -5.5% 0.2% -1.0% -0.3% -4.4%
2013 24.8% 10.1% -2.0% 9.1% 6.0%
2012 13.6% 11.1% -5.7% 6.5% 1.8%
2011 -8.2% 2.0% -0.5% -14.5% 5.9%
2010 17.5% 4.2% -8.0% 13.1% 8.3%
2009 34.6% -4.1% 10.4% 23.2% 3.2%
2008 -29.7% -7.1% -0.7% -15.3% -10.0%
2007 -1.6% 1.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
GlaxoSmithKline PLC ORD 5.74%
BP PLC ORD 5.70%
HSBC Holdings PLC ORD 5.21%
Royal Dutch Shell PLC ORD 5.00%
Lloyds Banking Group PLC ORD 4.57%
Rio Tinto PLC ORD 4.47%
Relx PLC ORD 4.43%
Prudential PLC ORD 4.19%
Howden Joinery Group PLC ORD 3.57%
Whitbread PLC ORD 3.49%
31/12/2018

Registered For Sale In

  1. Guernsey
  2. Ireland
  3. United Kingdom

Fund Info

  • Launch date02/04/2007
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN IE00B1RPZ542

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.00%

Related News

Sanlam Four targets equity income opportunities with new fund

The fund will be managed by Chris Rodgers, Tom Carroll and Alex Schlich.

Dividend threat? Reaction to Shell/BG mega deal

Deal worth £47 billion sees Shell combine with BG Group to form largest UK company.

Ex-Polar man Hardy quits Four Capital after just nine months

Philip Hardy has left FOUR Capital Partners, the firm he joined from Polar Capital in November last year.

Four Capital cuts annual fund management charges

Four Capital's management charges on three funds will be cut from 1% to 0.75%.

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