The Fund aims to achieve positive returns on a rolling 12 months basis, with lower risk and low volatility expected, primarily through the use of equities and CFDs.
 

The fund

  • Invests primarily in the United Kingdom.

  • Is a UK-focused long/short Fund

  • References SONIA+4% per annum, irrespective of market conditions, although this is not guaranteed.

 

Meet the Sanlam UK Equities Team

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

  • Gain exposure to interesting stocks & themes within the UK without taking too much market risk
  • Pragmatic investment approach with the flexibility to scale net and gross exposure quickly to suit market conditions
  • Provides portfolio diversification with low correlation, low volatility focussing on capital protection 
  • Co-managers have over 50 years’ combined experience of managing long/short strategies
  • Demonstrable track record of attractive risk adjusted returns

Past performance is not an indicator of future performance
Source: Bloomberg as at 31/08/2021.

See below for full and discrete performance. 


 

The Sanlam UK Enterprise Fund aims to produce positive returns on a rolling 12 month basis regardless of market conditions and with lower volatility than ‘risk assets’ such as equities. We believe the fund should hold a place in all balanced portfolios as it aims to enhance risk/return characteristics whilst focussing on capital protection.

Having been UK long/short equity managers for over 20 years our approach has been stress tested through several market cycles including the bursting of the dot-com bubble, Global Financial Crisis and more recently the COVID pandemic.

Our knowledge and expertise of UK, companies, management teams, analyst community and investor base lies at the heart of our ability to generate alpha. Analysing these constituents to best identify those companies that are most likely to produce positive or negative earnings surprises and drive a re-rating of share prices is key to our investment process.

Monetising idiosyncratic risk (stock-specific risk) whilst hedging out market risk has been fundamental to our success especially on the short side which we regard as a key differentiator.

We are seasoned long/short investors and have been managing UK equity together since 2001

Mark Swain, Fund Manager
Explore the details
A UK long/short equity strategy. Run by experienced managers with a 20 year track record of alpha generation.

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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.

Part of the Fund will invest in derivatives such as CFDs, futures and options for investment and efficient portfolio management only. There is a risk that losses could be made on derivative positions or that the counterparties could fail to complete on transactions. CFDs are used to obtain short exposures to certain underlying securities. Selling securities short runs the risk of losing an amount greater than the amount invested. The Fund may invest in companies based in emerging markets, which may involve additional risks due to greater political, economic, regulatory risks, among other factors.

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The value of investments and any income from them can fall and you may get back less than you invested.