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Sanlam FOUR Active UK Equity A GBP

Ranked 123 out of 259 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Christopher Rodgers

Chris Rodgers graduated from Worcester College Oxford with an MA in human sciences. He started his career at Schroders in 1982 where he became a senior fund manager working for over 20 years at the company. In 2003 he moved to HSBC as head of UK equity. Chris is currently a senior fund manager and director at Four Capital Partners Ltd and adopts a bottom-up, intrinsic value investment style. He is a qualified Associate of the UK Society of Investment Professionals.

Objective

The investment objective of the Fund is to increase the value of shares over the longer term. The Fund invests in stocks and shares of companies listed on stock exchanges in the UK and in instruments which have the same or a similar effect as investing in stocks and shares of such companies.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2017 - 30/04/2018
  • Rank 123/259 Total Return
  • Rank 181/259 Standard Deviation
  • Rank 218/259 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -7.7%
2017 15.3% 5.1% 1.7% 1.7% 6.2%
2016 5.5% -5.6% -8.2% 14.0% 6.8%
2015 0.8% 6.5% 2.0% -9.0% 2.0%
2014 -5.5% 0.2% -1.0% -0.3% -4.4%
2013 24.8% 10.1% -2.0% 9.1% 6.0%
2012 13.6% 11.1% -5.7% 6.5% 1.8%
2011 -8.2% 2.0% -0.5% -14.5% 5.9%
2010 17.5% 4.2% -8.0% 13.1% 8.3%
2009 34.6% -4.1% 10.4% 23.2% 3.2%
2008 -29.7% -7.1% -0.7% -15.3% -10.0%
2007 -1.6% 1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Guernsey
  2. Ireland
  3. United Kingdom

Fund Info

  • Launch date02/04/2007
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN IE00B1RPZ542

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.75

Related News

Sanlam Four targets equity income opportunities with new fund

The fund will be managed by Chris Rodgers, Tom Carroll and Alex Schlich.

Dividend threat? Reaction to Shell/BG mega deal

Deal worth £47 billion sees Shell combine with BG Group to form largest UK company.

Ex-Polar man Hardy quits Four Capital after just nine months

Philip Hardy has left FOUR Capital Partners, the firm he joined from Polar Capital in November last year.

Four Capital cuts annual fund management charges

Four Capital's management charges on three funds will be cut from 1% to 0.75%.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).