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The market value of, and the income derived from, the shares of any Sanlam FOUR fund (the "Funds") may fluctuate in accordance with: the values of the investments held by the Funds and other market conditions. Investors may not get back the full value of their investment. There can be no guarantee that the investment objectives of the Funds will be met. The Funds may from time-to-time be more concentrated than those of other investment funds and thus potentially carries a higher level of risk than a more diversified portfolio. There will be times when the Funds' investment performance will be quite unlike that of any stock market index, which may or may not be to the advantage of the Funds.
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Mike joined Sanlam FOUR in January 2013 as the fund manager to the Sanlam FOUR Multi-Strategy Fund. He has worked in the industry for over 26 years and prior to Sanlam FOUR, he worked at Insight Investments where he was head of the multi-asset group and responsible for the retail multi-asset funds. Before joining Insight, Mike spent 20 years at Credit Suisse where he held senior positions including Head of Special Mandates and Head of Trusts and Charities in the asset management and private banking divisions. As Head of Multi Asset Class Solutions at Credit Suisse, Mike managed a team of 14 with responsibility for £5 billion of institutional, private client, and retail fund assets.
Johan joined Sanlam FOUR in November 2012. He is an assistant portfolio manager responsible for trading and risk management on Sanlam FOUR’s multi-strategy portfolios. Prior to joining the firm, he worked at J O Hambro Investment Management for 11 years in various roles including Operations Manager, Performance and Risk Analyst and Project Manager where he was responsible for building the derivative infrastructure, as well as oversight on market risk and global derivative risk monitoring. He is IAQ qualified and has passed the CISI diploma exam in Financial Derivatives.
Christopher is an assistant fund manager in the Multi-Strategy team. Prior to joining Sanlam FOUR in January 2016, Christopher was a junior fund manager in the UK equity team with Royal London Asset Management, who he joined in November 2011. Christopher holds a BSc (Hons) in Mathematics with music from the University of Southampton. He is a CFA® charterholder and has the UKSIP Investment Management Certificate.
At the heart of our investment philosophy is a strong belief in discipline and liquidity. Discipline provides a transparent investment process that is reliable and repeatable. Liquidity makes the delivery of the process possible regardless of market conditions.
The Fund is an actively managed multi-strategy growth portfolio structured using core and satellite assets. The core position is a global equity strategy which allocates across eight equity indices or regions and provides the majority of directional risk to the overall fund. The satellite strategies are non-directional or low beta investments capturing active alpha, emerging market, high yield and global infrastructure.
The underlying approach and building blocks of the multi-strategy Fund can be adapted to suit a range of product types to include “Diversified Growth Funds” (DC defaults), a multi-strategy hedge fund and target outcome funds (targets can be performance or volatility based).
The Fund employs a bottom-up methodical process that places emphasis on quality business analysis to unearth stocks that we are fundamentally happy to own. Portfolio income is enhanced through an option overlay strategy. An index level protection and participate strategy will also be employed to mitigate the risks of a significant market move to the upside or downside.
The following forms must be completed and faxed to Sanlam Universal Funds Plc, +353 1 241 7131:
Full instructions on how to complete the forms are included, however, please contact Sanlam Universal Funds +353 1 241 7130 for further assistance.
Please ensure you read the full prospectus prior to investing.
Sanlam Universal Funds plc Prospectus Download
Sanlam FOUR Multi-Strategy Fund Supplement Download
Mike Pinggera, Senior Fund Manager, Multi-Strategy, talks about his background, career influences and what makes him tick – in and out of the office.