High Street Global Balanced Fund

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High Street Global Balanced Fund

High Street Global Balanced Fund

Sanlam Universal Funds Plc
	High Street Global Balanced Fund
		Sectorial Portfolio Structure(Semi-Annual Comparison)

Price

Ranking

Sector:	Global-Asset Allocation-Flexible
Size:	(USD) 54 000 000

Sector Rank:	5 out of 93
(lump sum over 3 years to 28 Feb 2025)

Overall Rank:	94 out of 486
(lump sum over 3 years to 28 Feb 2025)

R20000 invested on 28 Feb 2022 was worth R29 888 at 28 Feb 2025
(14.33% annual compound return)

R5000 per month since 28 Feb 2022 was worth R227 233 at 28 Feb 2025
(14.69% 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
Addington Jerahuni, BBus Hons Banking & Finance

Peter Townshend, BSc Geology (Hons), MBA

Focus and Objective
To provide a high level of income and the potential for capital growth The Fund targets an annual return of US Consumer Price Inflation plus 3-5% over any measurable rolling three-year period. It invests in a range of asset classes and currencies to achieve a consistent yield and moderate capital appreciation measured in US Dollars. The Fund has a global mandate and may allocate capital across equities, bonds, property related stocks, commodities (through investment in ETFs) and cash and cash equivalents depending on the Investment Manager's consideration of the prevailing risk/return profile for each asset class. As a result of the diversification of currencies and asset classes, the Fund is deemed to be moderate risk in nature.

Technical Overview
Benchmark:	50% 3-month US dollar LIBOR+ 50% 3-month EURIBOR+2.5%p.a
Base currency:	USD	Formation date:	09 Jan 2015
Domicile	Ireland	Minimum lump sum:	$50 000