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Sanlam Multi-Strategy Founder GBP

Ranked 2 out of 26 in - Multi Strategy over 36 months
All calculations are in GBP unless stated

Objective

The investment objective of the Fund is to seek to outperform the Consumer Price Index by 4% per annum over five-year periods with a target of generating a positive absolute return on a rolling 3 year basis. The Fund aims to achieve its stated investment objective by investing in a diversified portfolio of instruments across a variety of different asset classes. The Fund will invest in equities, fixed income securities such as corporate and government bonds (which may be fixed or floating rate and rated investment or sub-investment grade by Standard & Poor's, Moody's or an equivalent rating agency), money market instruments such as investment grade corporate bonds and government issued securities of less than 1 year maturity, cash deposits, collective investment schemes and exchange traded funds.

Showing fund performance in United Kingdom View performance globally

Performance

Multi Strategy over : 28/02/2016 - 28/02/2019
  • Rank 2/26 Total Return
  • Rank 10/26 Standard Deviation
  • Rank 1/26 Max Drawdown
Fund Name Currency Return
1 Veritas Global Real Return GBP B GBP

27.0%

2 Sanlam Multi-Strategy Founder GBP GBP

18.5%

3 UNI-Global - Cross Asset Navigator RAH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

12.0%

4 Insight Global Absolute Return Inst W Acc GBP

11.7%

5 Goldman Sachs Abs Return Tracker Pf I Acc GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

11.4%

Fund Name Currency Risk
8 GAM Star Flexible Global Portfolio GBP Acc GBP

3.6

9 Standard Life Inv Glo Abs Ret Strategies Inst Acc GBP

3.8

10 Sanlam Multi-Strategy Founder GBP GBP

3.8

11 SLI Glo SICAV Glbl Abs Rtn Strategies A Acc GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

3.9

12 NN (L) Alternative Beta I Cap GBP Hdgi

Currency exposure is hedged

Currency exposure is hedged

GBP

3.9

Fund Name Currency Loss
1 Sanlam Multi-Strategy Founder GBP GBP

-3.3%

2 Wellington Multi-Asset Absolute Ret S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.8%

3 Blackstone Diversified Multi-Strategy I (GBP) Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.0%

4 GAM Systematic Alternative Risk Premia GBP Ins Acc GBP

-4.0%

5 Franklin K2 Alternative Strategies I (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.0%

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -0.7% -2.1% 2.8% 1.7% -3.0%
2017 7.6% 2.2% 2.0% 0.5% 2.7%
2016 5.6% -0.4% 0.7% 4.5% 0.7%
2015 1.6% 1.1% 0.1% -1.0% 1.4%
2014 -1.7% -1.4% 1.0% -0.2% -1.2%
2013 0.0% 0.3% 1.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/11/2018

Top 10 Holdings

Stock Size
USD Cash 9.59%
BHP Bill Fin 6.500% 22-Oct-2077 3.39%
Citigroup Inc 5.125% 12-Dec-2018 3.33%
J Sainsbury PLC PERP 3.26%
Glencore Financ 6.500% 27-Feb-2019 3.23%
ABN Amro Bank NV 2.500% 18-Dec-2018 3.20%
3i Infrastructure PLC 3.13%
Greencoat UK Wind PLC ORD 3.09%
Lloyds Banking Group PLC PERP 3.07%
Santander UK PLC 1.282% 08-Jul-2019 3.05%
30/11/2018

Registered For Sale In

  1. Guernsey
  2. Ireland
  3. United Kingdom

Fund Info

  • Launch date31/01/2013
  • Share Class size17Mn
  • Base currencyGBP
  • ISIN IE00B8HRMZ88

Purchase Info

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

Charges

  • Annual management0.50%
  • Initial investment0.00%

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