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Sanlam AI Global Managed Risk Fund - I USD Sanlam Universal Funds Plc Sanlam AI Global Managed Risk Fund - I USD Price   Ranking Sector: Global-Equity-Unclassified Size: -   Sector Rank: 2 out of 23 (lump sum over 3 years to 28 Feb 2025)   Overall Rank: 31 out of 486 (lump sum over 3 years to 28 Feb 2025)   R20000 invested on 28 Feb 2022 was worth R32 223 at 28 Feb 2025 (17.23% annual compound return)   R5000 per month since 28 Feb 2022 was worth R221 478 at 28 Feb 2025 (13.11% 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 Equity Exposure - intended for growth. Achieved by investing in Sanlam's passive Satrix World Equity Tracker Fund which aims to replicate the performance of the global equity markets by tracking the MSCI World Equity Index (Developed Markets) in U.S Dollars (unhedged) with income reinvested. Risk Management - designed to minimize the risk of capital loss and time in loss. The investment manager dynamically alters the net equity exposure of the fund using short futures contracts. The manager utilises Artificial Intelligence (AI) to determine the number of short futures contracts and therefore the degree of net equity exposure of the fund. Short futures contracts change in value inversely to equity market movements, therefore when equity markets fall, the futures increase in value offsetting various degrees of the losses. In rising equity markets, full participation in the growth of the markets may be forsaken to some extent for the benefit of minimising losses in negative markets.   Technical Overview Benchmark: MSCI World Equity Index Base currency: USD Management fee (p.a.): 0.75% Formation date: 28 Jun 2013 Minimum lump sum: $1 000 000

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