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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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Chris Rodgers is a senior UK equity fund manager and a Founding Partner. Prior to co-founding the company, he was Head of the UK Equity team at HSBC Halbis Partners, the active management business of HSBC Investments. In this role, he was responsible for the management of some £5 billion of UK equities. Prior to taking on this position in March 2003, Chris had been a Senior Fund Manager at Schroders, running several large institutional and retail funds. During over 20 years with them, Chris managed a wide range of different funds including both growth and income styles, and was involved in the asset allocation process for balanced funds. He was also Director of the Schroders Exempt Property Unit Trust. Chris holds an MA in Human Sciences from Worcester College Oxford and is qualified as an associate of the UK Society of Investment Professionals.
Sanlam FOUR operates a flexible and pragmatic infrastructure that guides what is ultimately a bottom up stock selection engine. The investment process is focussed on the holdings in our portfolios, ensuring that every company held is delivering as per the team's investment thesis. Sanlam FOUR is of course also continuously searching for new ideas for the portfolios.
Sanlam FOUR's investment team spends the majority of its time monitoring existing positions to ensure that it is fully informed and constantly alert to changes that might prompt a rethink of the investment thesis.
Risk management is an integral part of our approach. The compliance and investment functions receive daily positioning reports which give rise to alerts should guidelines be breached. In addition, the investment teams regularly review portfolios and quantitative risk analysis from Bloomberg PORT & Style Research. Finally, the risk committee issues a risk monitoring report once a month and discusses any relevant findings with the senior team members.
This is a Fund targeting high alpha with a portfolio of 40 to 60 holdings. The Fund will invest across the market capitalisation spectrum and all holdings must have absolute upside potential. The Fund will be conscious of benchmark risk at the total portfolio level.
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 Active UK Supplement Download