Sanlam World Equity

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Sanlam World Equity - C USD

Sanlam World Equity - C USD

Sanlam Universal Funds Plc
	Sanlam World Equity - C USD
		Regional Portfolio Structure(Semi-Annual Comparison)
		Sectorial Portfolio Structure(Semi-Annual Comparison)

Price

Ranking

Sector:	Global-Equity-General
Size:	(USD) 52 139 784

Sector Rank:	20 out of 145
(lump sum over 3 years to 30 Nov 2024)

Overall Rank:	39 out of 485
(lump sum over 3 years to 30 Nov 2024)

R20000 invested on 30 Nov 2021 was worth R29 278 at 30 Nov 2024
(13.55% annual compound return)

R5000 per month since 30 Nov 2021 was worth R229 206 at 30 Nov 2024
(15.22% 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 will invest in equity securities primarily listed or traded in countries contained within the MSCI World Index. The Fund is well diversified in terms of countries, sectors and securities and follows a fundamental research driven investment process implemented through a combination of the expertise of the Sanlam Investments team and specialist investment managers.

Technical Overview
Benchmark:	MSCI World
Base currency:	USD	Pricing system:	Forward
Formation date:	19 Aug 2004

Top holdings on 30 Jun 2024

Share (Sector)	Value (USD)	% of fund
UNITEDHEALTH (Healthcare)	3 441 226	6.60%
ALPHABETINCA (Cyclical Goods & Services)	3 232 667	6.20%
FISERV (Technology)	3 232 667	6.20%
VISAINCORPORA (Retail)	2 971 968	5.70%
SAP-GY ()	2 763 409	5.30%
CMEGROUPINC (Financial Services)	2 659 129	5.10%
INTERCONTEXCH (Financial Services)	2 398 430	4.60%
THERMOFISHSCI (Chemicals)	2 242 011	4.30%
HILTONHOTELS (Cyclical Goods & Services)	2 137 731	4.10%
YUMBRANDS (Cyclical Goods & Services)	2 033 452	3.90%
TOTALS	27 112 690	52.00%