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Sanlam Multi-Strategy Founder GBP

Ranked 3 out of 40 in - Multi Strategy over 12 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 : 31/03/2018 - 31/03/2019
  • Rank 3/40 Total Return
  • Rank 8/40 Standard Deviation
  • Rank 3/40 Max Drawdown
Fund Name Currency Return
1 Veritas Global Real Return GBP B GBP

13.4%

2 DWS Concept Kaldemorgen GBP CH RD

Currency exposure is hedged

Currency exposure is hedged

GBP

7.8%

3 Sanlam Multi-Strategy Founder GBP GBP

5.0%

4 Blackstone Diversified Multi-Strategy I (GBP) Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

2.8%

5 SLI Glo SICAV Global Focused Strategies D Acc GBPH

Currency exposure is hedged

Currency exposure is hedged

GBP

2.6%

Fund Name Currency Risk
6 Invesco Global Targeted Returns A Acc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

3.7

7 JPMorgan Fds Diversified Risk Fund X GBP Hgd Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

3.7

8 Sanlam Multi-Strategy Founder GBP GBP

3.9

9 Blackstone Diversified Multi-Strategy I (GBP) Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

4.0

10 Standard Life Inv Glo Abs Ret Strategies Inst Acc GBP

4.1

Fund Name Currency Loss
1 Franklin K2 Long Short Credit W (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.6%

2 Blackstone Diversified Multi-Strategy I (GBP) Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.5%

3 Sanlam Multi-Strategy Founder GBP GBP

-3.3%

4 GAM Systematic Alternative Risk Premia GBP Ins Acc GBP

-3.4%

5 DWS Concept Kaldemorgen GBP CH RD

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.7%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.5%
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

31/12/2018

Top 10 Holdings

Stock Size
USD Cash 8.60%
Imperial Tob Fin 7.750% 24-Jun-2019 3.92%
Glencore Financ 6.500% 27-Feb-2019 3.89%
European Investment Bank 1.139% 17-Feb-2020 3.68%
Santander UK PLC 1.282% 08-Jul-2019 3.67%
BHP Bill Fin 6.500% 22-Oct-2077 3.41%
WPP Fnce 6.375% 06-Nov-2020 3.34%
London Stock Exchange Group PLC 4.750% 02-Nov-2021 3.30%
J Sainsbury PLC PERP 3.29%
InterContinental Hotels Group PLC 3.875% 28-Nov-2022 3.26%
31/12/2018

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).