Sanlam FOUR Stable Global Equity awarded an Elite Rating
Sanlam FOUR Stable Global Equity has become the latest fund to be awarded an Elite Rating from FundCalibre.
It is just the seventh global equity fund to achieve the accolade out of 180 qualifying funds*, proving that not all funds are Elite.
Sanlam FOUR is an investment boutique and the fund is run by a small tight-knit team of experienced managers: Colin McQueen, Gregg Bridger, Stephen Walker and Lorenzo Dicorrado.
They like companies that have very little sensitivity to the economic environment in which they operate and tend to invest in a small number of companies for a very long time, which means the fund looks very different to the benchmark and its peers.
James Yardley, senior analyst, FundCalibre commented: “We particularly like this fund’s stringent quality requirements combined with its strict valuation discipline. The tight-knit but heavily experienced team all bring a unique perspective to the table. The fund size being very small, we believe this is a great hidden gem.”
*Number of funds in the IA Global sector whose managers have a minimum three year track record, as at 18th May 2016, according to FE Analytics.
This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions.Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice.Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.
