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Sanlam Global Financial B USD

Ranked 6 out of 16 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 objective is to increase the value of shares. The Fund may invest globally in shares and stocks of companies which operate in the banking, insurance and other financial sectors. The Fund may also invest in cash or in instruments which have the same effect as investing in cash to ensure that the Fund retains its ability to deal with redemptions as they fall due.

Showing fund performance in United Kingdom View performance globally

Performance

Banks & Financials over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.1%
2017 18.8% 6.2% 2.7% 4.0% 4.7%
2016 43.8% -1.8% 8.5% 17.5% 14.8%
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 size41Mn
  • Base currencyUSD
  • ISIN IE0034378103

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • 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).