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Sanlam Global High Quality Fund

We are happy to announce that the Sanlam Global High Quality Fund won the Best Fund Award at the City of London Wealth Management Awards™ on Thursday 30 March.
The City of London Wealth Management Awards™ recognise the quality of service from the very best Wealth Management companies and individuals.
These Awards are highly valued and unique as it is the investors themselves who vote on to determine the winners in each category. Pieter and the team have worked extremely hard to make this Fund not only superior when it comes to performance, but also a favourite amongst clients.
The Fund also celebrated its third anniversary in February, having recently exceeded £125/$150 million in assets under management and was ranked number two globally over 3 years based on Financial Express data for the equity international peer group.


The SPW Global High Quality Fund, which was up 73% since inception vs 57% for its MSCI World Net Total Return benchmark at the end of February 2017, invests in global equities with a high quality bias, and operates on a Long/Cash basis, allowing the manager to de-risk the portfolio by moving between equities and cash (maximum 22%) during times of uncertainty. It typically invests in companies with high returns on capital, low leverage, enduring businesses with a sustainable competitive advantage that produce significant free cash flow after capital expenditure.

The Fund’s performance is backed up by the manager’s nearly 9 year old Global strategy track record with a *211% return vs the MSCI World return of 134% since 30 April 2008.
*Sources: Sanlam UK, Bloomberg. Basis: GBP C share class (Base/Local currency and class). NAV based, total return (net of fees). Strategy performance represents a composite of the manager’s global equity track record. The Fund was launched on 28.02.2014 and therefore no earlier UCITS Fund performance numbers are available. Performance from 30.04.2008 to 31.08.2012 is that of the manager’s ACPI segregated global equity mandate after all fees including transactions fees. From 31.08.2012 to 30.09.2012 is that of the MSCI World Index while the manager transitioned to the Sanlam group and from 30.09.2012 to 28.02.2014 is that of the Sanlam Private Wealth Global Equity Diversified Portfolio (net of all costs including transaction fees). Past performance should not be taken as an indicator of future performance.

The Fund is a sub-fund of the Sanlam Universal Funds plc, an open-ended umbrella type investment company, with segregated liability between its sub-funds, authorised by the Central Bank of Ireland, as an undertaking for collective investment in transferable securities under the European Communities (UCITS) Regulation, 2003 as amended (the Regulations). It is managed by Sanlam Asset Management (Ireland) Limited, Beech House, Beech Hill Road, Dublin 4, Ireland, Tel + 353 1 205 3510, Fax + 353 1 205 3521. The Sanlam Universal Funds Plc full prospectus, the Fund supplement, and the KIID is available free of charge from the Manager or at www.sanlam.ie. This is neither an offer to sell, nor a solicitation to buy any securities in any fund managed by us. Any offering is made only pursuant to the relevant offering document, together with the current financial statements of the relevant fund, and the relevant subscription application forms, all of which must be read in their entirety together with the Sanlam Universal Funds plc prospectus, Fund supplement and the KIID. No offer to purchase securities will be made or accepted prior to receipt by the offeree of these documents, and the completion of all appropriate documentation. Past performance of a fund is no guarantee as to its performance in the future. Independent Financial advice, should be sought as not all investments are suitable for all investors. Collective Investment Schemes (CIS) are generally medium to long term investments. The value of participatory interests may go down as well as up and past performance is not necessarily a guide to the future. Fluctuations or movements in exchange rates may cause the value of underlying investments to go up or down. The fund price is calculated on a net asset value basis, which is the total value of all assets in the portfolio including any income and expense accruals. Trail commission and incentives may be paid and are for the account of the manager. Performance figures quoted are from Sanlam International Investments Limited and are shown net of fees. Performance figures for periods longer than 12 months are annualised. Sanlam Asset Management is a registered business name of Sanlam Asset Management (Ireland) Limited. Sanlam Asset Management (Ireland) Limited is authorised and regulated by the Central Bank of Ireland as a UCITS IV Management Company and an Alternative Investment Fund Manager, and is licensed as a Financial Service Provider in terms of Section 8 of the South African FAIS Act of 2002.

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.