The fund was one of the first funds to be launched when the firm was established. Benchmarked against the MSCI UK Index, it is a portfolio of UK companies with strong structural growth opportunities and attractive cash flows.
 

The fund:
  • Is overseen by a highly experienced team with complementary skillsets

  • Focuses on companies with high and sustainable returns on capital with structural growth opportunities

  • Is a concentrated portfolio with a long-term time horizon

Meet the Sanlam UK Equities Team

Andrew Evans, CFA
Andrew Evans, CFA
Fund Manager
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Mark Boucher
Mark Boucher
Fund Manager
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Mark Swain
Mark Swain
Fund Manager
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Why invest in the fund?

  • Highly concentrated portfolio

  • Nimble and dynamic with high liquidity

  • Guaranteed access to fund manager

  • Disciplined high quality strategy in which we seek to own the best businesses in the UK

  • Low turnover encourages better relationship and knowledge with companies we own.

A concentrated portfolio of high quality businesses, bought at attractive valuations and held for the longer term to benefit from their strong underlying economic characteristics, will deliver superior risk-adjusted returns.

This philosophy confers a number of advantages:

  • Owning high quality businesses means investors gain access to resilient business models with competitive advantages

  • High quality businesses generate better outcomes, more free cash flow, and generally grow their intrinsic value over time

  • In the longer term, share prices follow fundamentals. We seek to own stocks long enough to benefit from strong fundamentals

  • The buy-and-hold approach allows us to be highly selective and patient in finding truly exceptional new investment ideas, while also minimising transaction costs

 Environmental, Social and Governance

  • ESG is fully incorporated into the investment process
  • Our partnership with Sustainalytics, a global ESG and corporate governance information provider, helps to formalise our ESG analysis and reports are considered as part of the research process
  • As long-term holders of the companies in the fund, we implicitly expect management teams to run their businesses in a responsible manner
  • The fund is not run dogmatically on  ESG principles but tend to have a good ESG outcome since these principles are integrated into our investment work as a very valuable risk management and appraisal tool
  • Rather than take a purely box-ticking approach, we are interested in the potential impacts our companies can make.

Our investment strategy of buying and holding a concentrated portfolio of high quality businesses allows us to focus on what really drives performance in the long run – business performance.

Andrew Evans, Fund Manager
Explore the details
A concentrated fund of high quality UK equities, with a patient buy-and-hold approach. We use thorough fundamental analysis to identify and own the UK’s best businesses.

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Fund Risks

Past performance is not a guide to future performance. Do remember that the value of an investment and the income generated from them can fall as well as rise and is not guaranteed, therefore, you may not get back the amount originally invested and potentially risk total loss of capital. A table with five years’ performance is available in the fund factsheets.

The Fund invests geographically in a narrow range, there is an increased risk of volatility which may result in frequent rises and falls in the Fund's share price.

Deemed authorised and regulated by the Financial Conduct Authority. The nature and extent of consumer protections may differ from those for firms based in the UK. Details of the Temporary Permissions Regime, which allows EEA-based firms to operate in the UK for a limited period while seeking full authorisation, are available on the Financial Conduct Authority’s website. (Notes 1, 3 and 4).

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