Sanlam FOUR Active UK Equity - Neutral

FUND RESEARCH UPDATE: Fund Rating moved to Neutral

Samuel Meakin 31 March, 2016 | 9:25AM
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Following a recent Morningstar Analyst Ratings Meeting, we have moved the Sanlam FOUR Active UK Equity fund to a Morningstar Analyst Rating™ of Neutral. The fund was previously rated Bronze. The fund’s relative performance has trailed that of its peer group average since inception, and we do not believe there to have been significant style-related headwinds that would account for the underperformance over this period, which has dented our conviction in the investment process here.

See the latest Morningstar fund rating news here.

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Sanlam Active UK A GBP24.25 GBP0.49Rating

About Author

Samuel Meakin  is a fund analyst for Morningstar

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