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Sanlam FOUR 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 : 31/12/2015 - 31/12/2018
  • Rank 2/26 Total Return
  • Rank 14/26 Standard Deviation
  • Rank 1/26 Max Drawdown
Fund Name Currency Return
1 Veritas Global Real Return GBP B GBP

32.1%

2 Sanlam FOUR Multi-Strategy Founder GBP GBP

12.7%

3 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

10.0%

4 JPM Global Macro Opportunities A Net Acc GBP

8.6%

5 UNI-Global - Cross Asset Navigator RAH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

7.5%

Fund Name Currency Loss
1 Sanlam FOUR 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 GAM Systematic Alternative Risk Premia GBP Ins Acc GBP

-4.0%

4 Blackstone Diversified Multi-Strategy I (GBP) Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.5%

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 31/12/2018 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

30/09/2018

Top 10 Holdings

Stock Size
USD Cash 9.26%
BHP Bill Fin 6.500% 22-Oct-2077 3.77%
Vodafone Group PLC 8.125% 26-Nov-2018 3.42%
J Sainsbury PLC PERP 3.42%
Glencore Financ 6.500% 27-Feb-2019 3.36%
Citigroup Inc 5.125% 12-Dec-2018 3.33%
Experian Finance 4.750% 23-Nov-2018 3.32%
Lloyds Banking Group PLC PERP 3.29%
Greencoat UK Wind PLC ORD 3.28%
ABN Amro Bank NV 2.500% 18-Dec-2018 3.20%
30/09/2018

Registered For Sale In

  1. Guernsey
  2. Ireland
  3. United Kingdom

Fund Info

  • Launch date31/01/2013
  • Share Class size15Mn
  • Base currencyGBP
  • ISIN IE00B8HRMZ88

Purchase Info

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

Charges

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

Related News

Sanlam launches fund for AAA-rated real assets veteran

The strategy aims to capture returns from listed securities through Reits, investment trusts or specialist companies with a focus on physical assets.

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