Sanlam Private Wealth Global High Quality Fund

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Sanlam Private Wealth Global High Quality Fund

Sanlam Private Wealth Global High Quality Fund

	Sanlam Universal Funds Plc
		Sanlam Private Wealth Global High Quality Fund

Price

Ranking

Sector:	Global-Equity-General
Size:	-

Sector Rank:	24 out of 145
(lump sum over 3 years to 30 Nov 2024)

Overall Rank:	45 out of 485
(lump sum over 3 years to 30 Nov 2024)

R20000 invested on 30 Nov 2021 was worth R29 000 at 30 Nov 2024
(13.18% annual compound return)

R5000 per month since 30 Nov 2021 was worth R228 685 at 30 Nov 2024
(15.08% 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
Pieter Fourie, B Acc (Hons), CA (SA), CFA
As Head of Global Equities, Pieter is the lead fund manager for the SPW Global High Quality Equity fund and the Clime International Equity fund having joined the firm in mid 2012. His responsibilities include the design, management and implementation of our global equity client offering including segregated mandates for high net worth individuals. Pieter oversees a team of five analysts focusing on global and UK equities across multiple industries. Current assets under management managed by the investment team in direct global and UK equity mandates is more than $0.5bn.

William Ball
William is a senior equity analyst, who is the deputy portfolio manager of the SPW Global High Quality Fund and co-manager of the Clime International Equity Fund since inception of both on 28 February 2014. Additionally, in conjunction with the Head of Global Equities, William is responsible for global equity research and managing the high net worth global equity mandates and the global equity offering. He has over 10 years of investment experience and a track record of investing in equities. Prior to joining Sanlam in 2009, William worked at Brown Shipley before moving to Merrill Lynch.

Focus and Objective
The Fund is an actively managed portfolio of global equities with a high quality bias. The Fund is high conviction and benchmark agnostic, with sector and regional positioning driven by bottom-up stock selection. The Fund allocation to emerging market listed companies is limited to no more than 30% of the assets. The investment process is unconstrained, seeking to invest in companies with predictable revenue growth that produces sustainable economic value over the long-term. The Fund typically invests in companies with high returns on capital, low leverage, enduring businesses with a sustainable competitive advantage that produce significant free cash flow after capital expenditure.

Technical Overview
Benchmark:	MSCI Daily World Total Return Net World Index GBP
Base currency:	GBP	Pricing system:	Forward
Formation date:	28 Feb 2014