Morningstar have awarded the Sanlam Global High Quality Fund 4 stars in its monthly Morningstar Ratings rebalance.
The Morningstar Rating for funds, commonly called the star rating, is a measure of a fund's risk-adjusted return, relative to similar funds. Funds are rated from one to five stars, with the best performers receiving five stars and the worst performers receiving a single star.
This means the Sanlam Global High Quality Fund is among the top 32.5% of its peers over a period of 10 years.
Pieter Fourie, fund manager, commented: “At a time when almost half of global equity returns are being driven by only 7 standout stocks (dubbed the “magnificent 7”) it’s never been more prudent to diversify with a true long-term, disciplined strategy of high-quality companies. I’m pleased that our approach has been recognised for precisely this philosophy over the years. ”,
Read the full methodology here
Find out more about the Sanlam Global High Quality Fund
Past performance is not a guide to future performance.
Fund risks
The Fund may invest in companies based in emerging markets which may involve additional risks not typically associated with other more established markets such as increased risk of social, economic and political uncertainty. The Fund has holdings which are denominated in currencies other than sterling and may be affected by movements in exchange rates. Consequently the value of an investment may rise or fall in line with the exchange rates.
Important information
This communication is marketing material for professional investors only. The opinions are those of the named author(s) at the time of publication and are subject to change, without notice, at any time due to changes in market or economic conditions. Whilst care has been taken in compiling the content of this document, neither Sanlam nor any other person makes any guarantee, representation or warranty, express or implied as to its accuracy, completeness or fairness of the information and opinions contained in this document, which has been prepared in good faith, and to the fullest extent permissible under UK law.
This document is provided to give an indication of the investment and does not constitute an offer/invitation to sell or buy any securities in any fund managed by us nor a solicitation to purchase securities in any company or investment product. It does not form part of any contract for the sale or purchase of any investment. The information contained in this document is for guidance only and does not constitute financial advice.
Past Performance is not a guide to future performance. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.
Any sectors, securities, regions or countries shown above are for illustrative purposes only and are not to be considered a recommendation to buy or sell.
The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change. Forecasts and assumptions may be affected by external economic or other factors.
Issued and approved by Sanlam Investments which is authorised and regulated by the Financial Conduct Authority. Sanlam Investments is the trading name for Sanlam Investments UK Limited (FRN 459237), having its registered office at 27 Clements Lane, London, EC4N 7AE.