Sanlam Artificial Intelligence Fund B GBP Acc

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Performance History31/08/2021
Growth of 1,000 (GBP) Advanced Graph
Sanlam Artificial Intelligence Fund B GBP Acc
Fund-5.440.152.614.6
+/-Cat-8.710.08.91.4
+/-B’mrk-1.9-1.813.3-6.2
 
Key Stats
NAV
16/09/2021
 GBP 2.88
Day Change 0.65%
Morningstar Category™ Sector Equity Technology
IA (formerly IMA) Sector Specialist
ISIN IE00BYPF2Z68
Fund Size (Mil)
16/09/2021
 GBP 902.54
Share Class Size (Mil)
16/09/2021
 GBP 12.97
Max Initial Charge 5.00%
Ongoing Charge
27/10/2020
  0.82%
Investment Objective: Sanlam Artificial Intelligence Fund B GBP Acc
The investment objective of the Fund is to achieve capital appreciation.
Returns
Trailing Returns (GBP)16/09/2021
YTD16.25
3 Years Annualised26.79
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Tim Day
27/06/2017
Chris Ford
27/06/2017
Inception Date
27/06/2017
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
Not BenchmarkedMSCI World/Information Tech NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Sanlam Artificial Intelligence Fund B GBP Acc31/08/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock93.510.0093.51
Bond0.000.000.00
Property0.000.000.00
Cash6.700.216.49
Other0.000.000.00
Top 5 Regions%
United States68.75
Japan11.54
Eurozone7.65
Asia - Emerging6.34
Latin America3.30
Top 5 Sectors%
Technology35.77
Communication Services17.33
Healthcare14.41
Industrials12.64
Financial Services11.66
Top 5 HoldingsSector%
Alphabet Inc Class ACommunication ServicesCommunication Services6.94
Microsoft CorpTechnologyTechnology5.11
Nasdaq IncFinancial ServicesFinancial Services3.45
Upstart Holdings Inc Ordinary Sh... Financial ServicesFinancial Services3.44
Globant SATechnologyTechnology3.32
Sanlam Artificial Intelligence Fund B GBP Acc

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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