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High Street Global Balanced Fund (USD) - B Sanlam Universal Funds Plc High Street Global Balanced Fund (USD) - B Price   Ranking Sector: Global-Asset Allocation-Flexible Size: -   Sector Rank: 23 out of 114 (lump sum over 0.5 years to 31 Dec 2025)   Overall Rank: 163 out of 565 (lump sum over 0.5 years to 31 Dec 2025)   R20000 invested on 30 Jun 2025 was worth R20 422 at 31 Dec 2025 (2.11% absolute return)   R5000 per month since 30 Jun 2025 was worth R29 869 at 31 Dec 2025 ((0.75)% 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 is suitable for retail and institutional investors seeking capital gains with a moderate tolerance for market drawdowns. While volatility is expected to be less than an equity-only fund, investors must be willing to endure periods of short-term downturns. An investment horizon of 3+ years is recommended.   Technical Overview Base currency: USD Pricing system: Forward Formation date: 13 Oct 2020

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