Sanlam Multi Strategy Fund

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Sanlam Multi Strategy Fund - I2 GBP

Sanlam Multi Strategy Fund - I2 GBP

	Sanlam Universal Funds Plc
		Sanlam Multi Strategy Fund - I2 GBP

Price

Ranking

Sector:	Global-Asset Allocation-Flexible
Size:	-

Sector Rank:	81 out of 93
(lump sum over 3 years to 30 Nov 2024)

Overall Rank:	357 out of 485
(lump sum over 3 years to 30 Nov 2024)

R20000 invested on 30 Nov 2021 was worth R22 010 at 30 Nov 2024
(3.24% annual compound return)

R5000 per month since 30 Nov 2021 was worth R204 590 at 30 Nov 2024
(8.17% 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 investment objective of the Fund is to seek to outperform the Consumer Price Index by 4% per annum over 5-year periods with a target of generating a positive absolute return on a rolling 3-year basis. The fund invests in a diversified portfolio of instruments across a variety of different asset classes. The instruments are selected on the basis of proprietary multi-asset trading strategies which may result in the fund investing in the underlying instruments on a long/short basis. The fund will invest in equities, fixed income securities, CIS and ETFs. The fund will also invest in FDI in the form of listed futures and options in order to gain indirect exposure to these instruments and asset classes. The team employs stringent risk analysis and stop loss positions to provide downside protection.

Technical Overview
Benchmark:	UK CPI
Base currency:	GBP	Formation date:	31 Jan 2013