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Sanlam Global Financial B USD

Ranked 7 out of 17 in - Banks & Financials over 12 months
All calculations are in GBP unless stated

Managed by

Kokkie Kooyman

Born in Schiedam in the Netherlands in 1954, Kokkie Kooyman graduated with a BComm degree and is a Chartered Accountant from South Africa. He started his career as a lecturer at UCT in 1979 and joined Truworths in 1983 where he was the head of internal audit. In 1986 he joined Replin Finance as a financial director. Kokkie started his asset management career in 1989 with Old Mutual and in 1999 he joined Coronation. He moved to Sanlam Investment Management in 2004 where he is currently the chief executive officer, head of global equities and portfolio manager. In his spare time, Kokkie enjoys running and swimming and also visiting South Africa's national parks to view the wildlife.

Objective

The Fund will be used as an investment vehicle for investors wishing to achieve steady growth in the US Dollar value of investments primarily through global investment in securities of companies of which the principle operations specifically focus on, and derive benefit from or pertain to, the provision of banking, insurance and other financial services.

Showing fund performance in United Kingdom View performance globally

Performance

Banks & Financials over : 30/04/2015 - 30/04/2016

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -1.8%
2015 -5.9% 1.5% -2.7% -9.2% 4.9%
2014 10.3% 2.3% 3.3% 2.6% 1.7%
2013 1.9% 11.3% -5.1% -7.1% 3.8%
2012 22.8% 13.6% -2.7% 5.7% 5.1%
2011 -14.2% -2.0% 2.1% -15.5% 1.5%
2010 33.8% 15.4% -4.4% 13.5% 6.9%
2009 72.7% -4.2% 32.1% 32.3% 3.2%
2008 -49.7% -20.0% -14.5% -9.9% -18.4%
2007 20.1% 3.6% 11.5% 2.4% 1.6%
2006 5.4% 11.6% -17.1% 8.6% 4.9%
2005 51.9% 7.8% 6.6% 19.0% 11.1%
2004 4.6% 19.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date07/04/2004
  • Share Class size17Mn
  • Base currencyUSD
  • ISIN IE0034378103

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Initial investment0

Related News

Sanlam's Kooyman relinquishes global fund to focus on Financials

Kokkie Kooyman has handed full responsibility to his co-manager in order to focus efforts on his global financials fund.

Kooyman: small banks key to my success

VIDEO: The top performing financials manager Kokkie Kooyman of Sanlam explains how small emerging retail banks offer him protection against the emerging market's volatile nature.

The financials funds with the best risk return profiles

Citywire analysis shows how much bang you are getting for your buck. This week Jupiter Financial Opportunities vs Hiscox New Street Insurance Portfolio vs Sanlam Global Financial.

Kokkie Kooyman: Part two - UK life insurers face white knuckle ride

Kokkie Kooyman, manager of the Sanlam Global Financial fund, believes major UK life insurers could find themselves in serious difficulty should markets deteriorate further.

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