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Sanlam Institutional Equity Flexible A

Ranked 2755 out of 3286 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Gerhard Cruywagen

Objective

The investment objective of the Fund is to provide long-term capital growth by investing globally across all financial markets in a diverse range of instruments primarily investing in equity and equity type instruments which may be listed or unlisted and may or may not be traded under the rules of a recognised or designated investment exchange.The Fund may also invest in money market instruments, cash or cash equivalents.The Fund may gain exposure to a specific market or market segments without holding the underlying instruments directly by investing in units of collective investment schemes (CIS).

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.5%
2017 23.7% 6.8% 7.0% 5.8% 2.4%
2016 -1.9% -3.2% -3.2% 5.1% -0.4%
2015 -3.3% 3.3% 0.6% -8.9% 2.2%
2014 -2.0% 6.0% 4.5% -7.0% -4.9%
2013 20.0% -4.8% -1.4% 19.7% 6.9%
2012 -3.3% 2.8% -8.7% 2.2% 0.7%
2011 -0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland

Fund Info

  • Launch date20/09/2011
  • Share Class size268Mn
  • Base currencyEUR
  • ISIN IE00B452N980

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.75

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