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Sanlam FOUR Active UK Equity A GBP

Ranked 254 out of 256 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Thomas Carroll

Thomas Carroll was in Schroders' specialist UK equity team until the end of 2006. Carroll is a qualified accountant who started his investment career when he joined Cooper and Lybrand’s corporate finance department in 1991. He moved to M&G in 1993 to become a UK equity fund manager focusing on both retail and institutional funds before making the switch to Schroders in 2000. He joined Four Capital Funds in 2007.

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.

Alex Schlich

Alex Schlich is a senior fund manager at Sanlam FOUR based in London. He joined the firm in 2013 and is responsible for managing the Sanlam FOUR UK Active Fund dealing in UK equities, using a growth investment style. Alex graduated from the Sheffield Business Studies Northwestern Graduate School of Management with a degree in Business Studies. He lists golf and shooting among his interests outside of work.


The objective of the Fund is to target capital growth over the longer-term. The Fund's investment objective will be achieved through investment primarily in United Kingdom (UK) listed companies. The Fund may also invest in companies listed on the European markets to the value of 20% of the Net Asset Value of the Fund. To the extent that any such investments give rise to any currency exposure (for example due to exchange rate fluctuations between the Base Currency and the currency of a particular position), the Fund may utilise foreign exchange (FX) swap contracts to hedge against such exposure.

Showing fund performance in United Kingdom View performance globally


UK (All Companies) over : 30/04/2015 - 30/04/2016
  • Rank 254/256 Total Return
  • Rank 90/256 Standard Deviation
  • Rank 241/256 Max Drawdown
Fund Name Currency Risk
88 Newton UK Equity GBP Inc GBP


89 Lazard UK Equity Ret Inc GBP GBP


90 Manek Growth GBP


90 RBS Growth GBP


90 Sanlam FOUR Active UK Equity A GBP GBP


Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -5.6%
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

Asset Allocation



Top 10 Holdings

Stock Size
Prudential PLC ORD 5.76
Barclays PLC ORD 4.92
Shire PLC ORD 4.05
BT Group PLC ORD 3.45
Rio Tinto PLC ORD 3.39
DS Smith PLC ORD 3.20
Equiniti Group PLC ORD 2.88
Tui AG ORD 2.83

Registered For Sale In

  1. Guernsey
  2. Ireland
  3. United Kingdom

Fund Info

  • Launch date02/04/2007
  • Share Class size04Mn
  • Base currencyGBP
  • ISIN IE00B1RPZ542

Purchase Info

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


  • Annual management0.75%
  • Initial investment0

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