Offshore Trusts ManCo List Funds by Name Funds by Category Word Search FAQ

Sanlam AI Global Managed Risk Fund - I USD Sanlam Universal Funds Plc Sanlam AI Global Managed Risk Fund - I USD Price   Ranking Sector: Global-Equity-Unclassified Size: -   Sector Rank: 4 out of 23 (lump sum over 3 years to 30 Nov 2024)   Overall Rank: 38 out of 485 (lump sum over 3 years to 30 Nov 2024)   R20000 invested on 30 Nov 2021 was worth R29 301 at 30 Nov 2024 (13.58% annual compound return)   R5000 per month since 30 Nov 2021 was worth R220 860 at 30 Nov 2024 (12.94% 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 Equity Exposure - intended for growth. Achieved by investing in Sanlam's passive Satrix World Equity Tracker Fund which aims to replicate the performance of the global equity markets by tracking the MSCI World Equity Index (Developed Markets) in U.S Dollars (unhedged) with income reinvested. Risk Management - designed to minimize the risk of capital loss and time in loss. The investment manager dynamically alters the net equity exposure of the fund using short futures contracts. The manager utilises Artificial Intelligence (AI) to determine the number of short futures contracts and therefore the degree of net equity exposure of the fund. Short futures contracts change in value inversely to equity market movements, therefore when equity markets fall, the futures increase in value offsetting various degrees of the losses. In rising equity markets, full participation in the growth of the markets may be forsaken to some extent for the benefit of minimising losses in negative markets.   Technical Overview Benchmark: MSCI World Equity Index Base currency: USD Management fee (p.a.): 0.75% Formation date: 28 Jun 2013 Minimum lump sum: $1 000 000

Site Last Updated: 23 December 2024 © 1999-2006 Profile Media . All rights reserved. JSE and the JSE logo are trade marks of the JSE. Legal Notices | PAIA Manual