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Funds

Global High Quality Fund

Investing in high quality companies for long-term growth

 

The objective of the Global High Quality Fund is to produce compound total returns in excess of the MCSI World Index over the medium to long-term. We aim to do this primarily through taking high conviction positions in well managed, high quality businesses that are attractively valued.

Investment Approach:

 

Our investment approach employs quantitative and qualitative analysis that aims to invest in companies with the following criteria:

  • Companies that can distribute excess cash flow to shareholders whilst maintaining high returns on capital should be able to successfully compound returns over the long-term
  • Companies that have strong or dominant market positions and sustainable competitive advantages that are difficult to replicate
  • A concentrated and actively managed portfolio of quality equities should achieve attractive long-term shareholder returns with less absolute volatility
  • Investments are based on the most attractive risk/reward trade off
  • We invest in companies with low levels of balance sheet leverage. 
     

Investment Process:

 

Our investment process is based upon a rigid, fundamentally driven and disciplined framework.

1. Generation of Stock ideas
We begin by carrying out a rigorous quantitative screening process of stocks based upon a range of metrics, we have meetings with company management and we interact with external research providers

2. Fundamental Analysis
Our detailed bottom-up company analysis focusses on capital structure, robust and sustainable competitive advantages and a strong and growing free cash flow trend over time. Our analysis helps us gain an in-depth understanding of the company’s value.

3. Portfolio construction
Our actively managed portfolio of stocks is constructed through a disciplined, high conviction methodology that is unconstrained versus a benchmark. We actively rotate away from businesses which are fully valued and invest in more attractively valued stocks once our investment thesis has played out. We believe that the most appealing long-term returns are driven by cash flow growth rather than valuations which keep moving up without underlying profit growth.

Application Forms & Useful Documents

Global High Quality Fund Application Form

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Global High Quality Fund Factsheet

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Additional Purchase Request Form

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Redemption Request Form

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How to Invest

The following forms must be completed and faxed to Sanlam Universal Funds Plc, +353 1 241 7130

The information on this website is provided for information only and should not be construed as personal advice.  It is important you understand the risks of investing.  Please refer to the Key Investor Information Document, the fund fact sheet and the prospectus

Full instructions on how to complete the forms are included, however, please contact Sanlam Universal Funds +353 1 241 7130 for further assistance.

You can also invest directly through the following platforms:

 
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If you would like to find out more about investing in this fund contact us. However, if you are not sure as to whether this fund is right for you or you are not happy making your own decisions, we suggest you seek regulated financial advice.

Global High Quality Fund scoops accolade at Investors Choice Awards 


Pieter Fourie, Head of Global Equities and lead manager of the Global High Quality Fund said: 
 
“We are delighted to have won Long Only Equity Fund – Long Term Performance at this year’s Investors Choice Awards. It is a huge achievement, reflecting not only the strong performance of the fund, but also the rigour and focus with which it is managed. The award also demonstrates Sanlam’s commitment to building market leading products and services that meet the needs of our clients.”

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Sanlam’s Global High Quality Fund wins at the City of London Wealth Management awards


Pieter Fourie said: “For the fund to win three well-respected awards in four weeks is an incredible achievement and testament to the hard work and commitment of our global equity team. Our focus is to take high conviction positions in well-run, high-quality businesses, and to deliver portfolio growth for our clients. It is hugely rewarding to see this strategy – which is now in its tenth year – being voted for by our clients and recognised by industry peers.”  

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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.