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Sanlam FOUR Active UK Equity A GBP

Ranked 175 out of 245 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 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

Performance

UK (All Companies) over : 31/05/2016 - 31/05/2017
  • Rank 175/245 Total Return
  • Rank 230/245 Standard Deviation
  • Rank 234/245 Max Drawdown
Fund Name Currency Loss
232 MFM Slater Recovery Acc GBP

-10.2%

233 MFM Slater Growth Fund GBP

-10.3%

234 Sanlam FOUR Active UK Equity A GBP GBP

-10.6%

235 Standard Life Inv UK Opportunities Ret Acc GBP

-10.8%

236 Phoenix UK A GBP

-10.8%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 5.1%
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

Asset Allocation

Breakdown

31/01/2017

Top 10 Holdings

Stock Size
BP PLC ORD 5.44
Shire PLC ORD 4.78
Barclays PLC ORD 4.74
Royal Dutch Shell PLC ORD 4.61
Prudential PLC ORD 4.34
Rio Tinto PLC ORD 3.81
British American Tobacco PLC ORD 3.79
ITV PLC ORD 3.73
GKN PLC ORD 2.99
BT Group PLC ORD 2.95
31/01/2017

Registered For Sale In

  1. Guernsey
  2. Ireland
  3. United Kingdom

Fund Info

  • Launch date02/04/2007
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN IE00B1RPZ542

Purchase Info

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

Charges

  • 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).