Sanlam Active UK Fund B GBPRegister to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -5.2 | 12.6 | -2.4 | 12.9 | 11.8 | |
+/-Cat | 3.9 | -5.3 | -0.3 | 4.7 | 1.0 | |
+/-B’mrk | - | - | - | 5.3 | 0.2 | |
Category: UK Large-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 17/09/2024 | GBP 22.04 | |
Day Change | 0.76% | |
Morningstar Category™ | UK Large-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | IE00B1RPZ658 | |
Fund Size (Mil) 16/09/2024 | GBP 77.67 | |
Share Class Size (Mil) 16/09/2024 | GBP 75.92 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 27/03/2024 | 0.26% |
Investment Objective: Sanlam Active UK Fund B GBP |
The objective of the Fund is to target capital growth over the longer-term. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Andrew Evans 01/08/2018 | ||
Inception Date 01/04/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI United Kingdom NR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Sanlam Active UK Fund B GBP | 31/08/2024 |
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Top 5 Holdings | Sector | % |
AstraZeneca PLC | Healthcare | 6.97 |
Shell PLC | Energy | 5.53 |
Barclays PLC | Financial Services | 5.45 |
Melrose Industries PLC | Industrials | 5.43 |
InterContinental Hotels Group PLC | Consumer Cyclical | 4.99 |
Increase Decrease New since last portfolio | ||
Sanlam Active UK Fund B GBP |