Sanlam Private Wealth Global High Quality Fund

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Sanlam Private Wealth Global High Quality Fund

Sanlam Private Wealth Global High Quality Fund

Sanlam Universal Funds Plc
	Sanlam Private Wealth Global High Quality Fund
		Regional Portfolio Structure(Semi-Annual Comparison)
		Sectorial Portfolio Structure(Semi-Annual Comparison)

Price

Ranking

Sector:	Global-Equity-General
Size:	(GBP) 374 700 000

Sector Rank:	40 out of 148
(lump sum over 3 years to 28 Feb 2025)

Overall Rank:	57 out of 486
(lump sum over 3 years to 28 Feb 2025)

R20000 invested on 28 Feb 2022 was worth R31 256 at 28 Feb 2025
(16.05% annual compound return)

R5000 per month since 28 Feb 2022 was worth R237 036 at 28 Feb 2025
(17.26% annual return compounded monthly)

Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.

Management
Pieter Fourie, B Acc (Hons), CA (SA), CFA
As Head of Global Equities, Pieter is the lead fund manager for the SPW Global High Quality Equity fund and the Clime International Equity fund having joined the firm in mid 2012. His responsibilities include the design, management and implementation of our global equity client offering including segregated mandates for high net worth individuals. Pieter oversees a team of five analysts focusing on global and UK equities across multiple industries. Current assets under management managed by the investment team in direct global and UK equity mandates is more than $0.5bn.

William Ball
William is a senior equity analyst, who is the deputy portfolio manager of the SPW Global High Quality Fund and co-manager of the Clime International Equity Fund since inception of both on 28 February 2014. Additionally, in conjunction with the Head of Global Equities, William is responsible for global equity research and managing the high net worth global equity mandates and the global equity offering. He has over 10 years of investment experience and a track record of investing in equities. Prior to joining Sanlam in 2009, William worked at Brown Shipley before moving to Merrill Lynch.

Focus and Objective
The Fund is an actively managed portfolio of global equities with a high quality bias. The Fund is high conviction and benchmark agnostic, with sector and regional positioning driven by bottom-up stock selection. The Fund allocation to emerging market listed companies is limited to no more than 30% of the assets. The investment process is unconstrained, seeking to invest in companies with predictable revenue growth that produces sustainable economic value over the long-term. The Fund typically invests in companies with high returns on capital, low leverage, enduring businesses with a sustainable competitive advantage that produce significant free cash flow after capital expenditure.

Technical Overview
Benchmark:	MSCI Daily World Total Return Net World Index GBP
Base currency:	GBP	Pricing system:	Forward
Formation date:	28 Feb 2014

Top holdings on 31 Dec 2024

Share (Sector)	Value (GBP)	% of fund
UNITEDHEALTH (Healthcare)	23 606 100	6.30%
LONDONSTOCKEX (Financial Services)	22 482 000	6.00%
ALPHABETINCA (Cyclical Goods & Services)	20 608 500	5.50%
VISAINCORPORA (Retail)	20 233 800	5.40%
CMEGROUPINC (Financial Services)	17 610 900	4.70%
INTERCONTHOTL (Cyclical Goods & Services)	17 236 200	4.60%
BRITUSATABACO (Goods & Services)	16 112 100	4.30%
FISERV (Technology)	14 238 600	3.80%
HILTONHOTELS (Cyclical Goods & Services)	13 863 900	3.70%
IBL PREF (Preference Shares)	13 489 200	3.60%
TOTALS	179 481 300	47.90%