Sanlam World Equity

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Sanlam World Equity - C USD

Sanlam World Equity - C USD

Sanlam Universal Funds Plc
	Sanlam World Equity - C USD
		Regional Portfolio Structure(Semi-Annual Comparison)
		Sectorial Portfolio Structure(Semi-Annual Comparison)

Price

Ranking

Sector:	Global-Equity-General
Size:	(USD) 42 782 202

Sector Rank:	34 out of 148
(lump sum over 3 years to 28 Feb 2025)

Overall Rank:	50 out of 486
(lump sum over 3 years to 28 Feb 2025)

R20000 invested on 28 Feb 2022 was worth R31 723 at 28 Feb 2025
(16.62% annual compound return)

R5000 per month since 28 Feb 2022 was worth R238 101 at 28 Feb 2025
(17.54% 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.

Focus and Objective
The Fund will invest in equity securities primarily listed or traded in countries contained within the MSCI World Index. The Fund is well diversified in terms of countries, sectors and securities and follows a fundamental research driven investment process implemented through a combination of the expertise of the Sanlam Investments team and specialist investment managers.

Technical Overview
Benchmark:	MSCI World
Base currency:	USD	Pricing system:	Forward
Formation date:	19 Aug 2004

Top holdings on 31 Dec 2024

Share (Sector)	Value (USD)	% of fund
UNITEDHEALTH (Healthcare)	2 738 061	6.40%
VISAINCORPORA (Retail)	2 738 061	6.40%
CMEGROUPINC (Financial Services)	2 395 803	5.60%
ALPHABETINCA (Cyclical Goods & Services)	2 353 021	5.50%
FISERV (Technology)	2 010 763	4.70%
ADP.US ()	1 839 635	4.30%
INTERCONTHOTL (Cyclical Goods & Services)	1 839 635	4.30%
YUMCHINA (Food & Beverage)	1 754 070	4.10%
YUMBRANDS (Cyclical Goods & Services)	1 625 724	3.80%
HILTONHOTELS (Cyclical Goods & Services)	1 625 724	3.80%
TOTALS	20 920 497	48.90%