Sanlam FOUR Global Equity Fund

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Sanlam FOUR Global Equity Fund

Sanlam FOUR Global Equity Fund

	Sanlam Universal Funds Plc
		Sanlam FOUR Global Equity Fund

Price

Ranking

Sector:	Global-Equity-General
Size:	-

Sector Rank:	28 out of 132
(lump sum over 3 years to 31 Dec 2023)

Overall Rank:	54 out of 426
(lump sum over 3 years to 31 Dec 2023)

R20000 invested on 31 Dec 2020 was worth R29 840 at 31 Dec 2023
(14.27% annual compound return)

R5000 per month since 31 Dec 2020 was worth R223 351 at 31 Dec 2023
(13.63% 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
Gregg Bridger

Colin McQueen

Stephen Walker

Lorenzo Dicorrado

Focus and Objective
Sanlam FOUR's Global team employs an active, conviction-driven management style. Key to the Fund is its focus on identifying growing companies, with competitive franchises and strong cash generation. When focusing on a company, the team will undertake intensive research to establish the true worth of the business, what we call its Intrinsic Value. This process normally includes meeting the senior management of the companies we invest in. The team will take high conviction positions in those opportunities where they have identified the potential for significant upside to current share prices. Although the team will give consideration to the macroeconomic backdrop, emphasis is very much on building a portfolio of outstanding companies from a bottom up basis.

Technical Overview
Benchmark:	MSCI World Index
Base currency:	USD	Pricing system:	Forward
Formation date:	17 Oct 2011