Morningstar

SIP Sanlam Multi-Strategy Founder Fund

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Performance History31/12/2021
Growth of 1,000 (GBP) Advanced Graph
SIP Sanlam Multi-Strategy Founder Fund
Fund--1.09.86.46.7
+/-Sector-----
 
Sector: Unclassified (Pen)
Key Stats
NAV
17/01/2022		 GBP 1.24
Day Change -0.24%
ABI Sector Unclassified (Pen)
ISIN -
Fund Size (Mil)
17/01/2022		 GBP 493.23
Share Class Size (Mil)
17/01/2022		 GBP 54.26
Stakeholder No
Investment Objective: SIP Sanlam Multi-Strategy Founder Fund
The investment objective of the Fund is to deliver a positive return in the form of capital growth over the medium to longer term.
Returns
Trailing Returns (GBP)17/01/2022
YTD-1.59
3 Years Annualised6.73
5 Years Annualised-
10 Years Annualised-
12 Month Yield -
Management
Manager Name
Start Date
Mike Pinggera
31/01/2013
Johan Badenhorst
31/01/2013
Inception Date
09/08/2017
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
CPIMorningstar UK Cau Tgt Alloc NR GBP
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeYes
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  SIP Sanlam Multi-Strategy Founder Fund30/11/2021
Morningstar Style Box®
Equity Style
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Stock37.780.0937.68
Bond59.050.0059.05
Property0.000.000.00
Cash21.3436.85-15.51
Other18.770.0018.77
Fixed Income
Effective Maturity-
Effective Duration-
Top 5 Regions%
No Data Available
Top 5 Sectors%
No Data Available
Top 5 HoldingsSector%
Future Contract On S&P500 Emini ... 17.07
Future Contract On Us 10yr Note ... 2.81
HSBC Holdings plc 6.5%2.30
NGG Finance plc 5.625%2.21
Grainger Plc 3.375%2.20
Increase Decrease New since last portfolio
SIP Sanlam Multi-Strategy Founder Fund

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Fund prices are updated every weekday after the close of trading and before 11pm wherever possible. Performance figures are presented in British Sterling (GBP). Fund returns are based upon NAV to NAV or Bid to Bid on an income reinvested basis. UK-domiciled funds report after-tax dividends. Non-UK-domiciled funds report gross dividends. Pension funds report after-tax returns.
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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