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Sanlam FOUR Active UK Equity A GBP

Ranked 124 out of 249 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.


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 : 31/03/2016 - 31/03/2017
  • Rank 124/249 Total Return
  • Rank 233/249 Standard Deviation
  • Rank 238/249 Max Drawdown

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



Top 10 Holdings

Stock Size
Prudential PLC ORD 5.73
Shire PLC ORD 5.68
Barclays PLC ORD 5.18
Rio Tinto PLC ORD 3.40
British American Tobacco PLC ORD 3.04
BBA Aviation PLC ORD 3.03
BT Group PLC ORD 3.03

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


  • 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).