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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.
The statements contained in, or incorporated by reference into, this website that are not historical facts are “forward-looking statements”, which can be identified by the use of forward-looking terminology such as “believes”, “expects”, “intends”, “may”, “will”, “should” or “anticipates” or the negative thereof or other variations thereof or comparable terminology, that involves risks and uncertainties. Such risks and uncertainties include, but are not limited to, changes in market, political or business conditions or in the tax or regulatory framework in the UK or other relevant jurisdictions, any of which could cause actual results to vary materially from the future results implied in such forward-looking statements. No assurance can be given as to the future results that will be achieved. The past performance of the Funds is not a guide to the future performance of the Funds.
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Sanlam FOUR is an investment led firm that places great emphasis on client access and service. We are committed to limiting the number of clients and amount of assets we take on to ensure that we maximise the likelihood of continued outperformance for our clients.
Our investment expertise provides clients with access to Global, UK and US equities, together with our Multi-Strategy and Fixed Income funds. We offer pooled funds for each of our investment products. We also offer segregated accounts for our larger clients and manage these accounts off our model OEIC fund portfolios.
In addition to our direct investment strategies, we have a significant Fund Solutions business that provides the investment engine to the majority of Sanlam’s investment solutions within the UK Wealth business.
Tom Carroll, Investment Director, describes the fundamentals of a boutique investment management model and how investors can benefit from this approach.