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Sterling Wealth Global Flexible Fund (USD) - B Sanlam Universal Funds Plc Sterling Wealth Global Flexible Fund (USD) - B Price   Ranking Sector: Global-Asset Allocation-Flexible Size: -   Sector Rank: 61 out of 106 (lump sum over 1 years to 30 Nov 2024)   Overall Rank: 288 out of 531 (lump sum over 1 years to 30 Nov 2024)   R20000 invested on 30 Nov 2023 was worth R21 820 at 30 Nov 2024 (9.10% annual compound return)   R5000 per month since 30 Nov 2023 was worth R62 465 at 30 Nov 2024 (7.41% 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 provide long-term capital growth. This objective is not guaranteed. The Fund will seek to diversify investments across various asset classes providing the opportunity for real capital growth, and intends to invest principally in transferable securities in the form of global equities and global equity linked securities, REITS and global bonds. The Fund is not focused on any specific geographical area, industry or sector and may gain exposure to Emerging Markets which shall mean any country in which, at the time of purchase of securities, the per capita income is in the low to upper middle ranges, as determined by the World Bank. The Fund may typically invest up to 100% of its net asset value in the units and/or shares of underlying funds which provide exposure to the asset classes in which the Fund can directly invest.   Technical Overview Benchmark: Morningstar EAA USD Flexible Allocation Base currency: USD Pricing system: Forward Formation date: 01 Jun 2023

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