Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Sanlam FOUR Active UK Equity A GBP

Ranked 226 out of 259 in - UK (All Companies) over 12 months
All calculations are in GBP

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

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.

Performance

UK (All Companies) over : 28/02/2014 - 28/02/2015

Total Return

Quarterly Performance

to 01/01/2015 Annual Q1 Q2 Q3 Q4
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. Ireland
  2. United Kingdom

Fund Info

  • Launch date02/04/2007
  • Share Class size06Mn
  • Base currencyGBP
  • ISIN IE00B1RPZ542

Purchase Info

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

Charges

  • Annual management0.8%
  • Initial investment0

Related News

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%.

Eleven of the best quality growth picks for 2010

Growth at a reasonable price is in demand, but which firms offer real quality in the challenging economic environment?

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