High Street Global Balanced Fund (USD)

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High Street Global Balanced Fund (USD) - B

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:	56 out of 114
(lump sum over 0.5 years to 31 Jul 2025)

Overall Rank:	314 out of 561
(lump sum over 0.5 years to 31 Jul 2025)

R20000 invested on 31 Jan 2025 was worth R20 597 at 31 Jul 2025
(2.99% absolute return)

R5000 per month since 31 Jan 2025 was worth R31 470 at 31 Jul 2025
(8.21% 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