Sanlam Multi Strategy Fund

Offshore Trusts

ManCo List

Funds by Name

Funds by Category

Word Search

FAQ

Sanlam Multi Strategy Fund - I2 GBP

Sanlam Multi Strategy Fund - I2 GBP

	Sanlam Universal Funds Plc
		Sanlam Multi Strategy Fund - I2 GBP

Price

Ranking

Sector:	Global-Asset Allocation-Flexible
Size:	-

Sector Rank:	72 out of 95
(lump sum over 3 years to 31 Jul 2025)

Overall Rank:	337 out of 492
(lump sum over 3 years to 31 Jul 2025)

R20000 invested on 31 Jul 2022 was worth R26 480 at 31 Jul 2025
(9.81% annual compound return)

R5000 per month since 31 Jul 2022 was worth R211 971 at 31 Jul 2025
(10.39% annual return compounded monthly)

Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.

Focus and Objective
The investment objective of the Fund is to seek to outperform the Consumer Price Index by 4% per annum over 5-year periods with a target of generating a positive absolute return on a rolling 3-year basis. The fund invests in a diversified portfolio of instruments across a variety of different asset classes. The instruments are selected on the basis of proprietary multi-asset trading strategies which may result in the fund investing in the underlying instruments on a long/short basis. The fund will invest in equities, fixed income securities, CIS and ETFs. The fund will also invest in FDI in the form of listed futures and options in order to gain indirect exposure to these instruments and asset classes. The team employs stringent risk analysis and stop loss positions to provide downside protection.

Technical Overview
Benchmark:	UK CPI
Base currency:	GBP	Formation date:	31 Jan 2013