The objective of the fund is to provide long-term capital growth by investing in financial companies from around the world that the portfolio manager has identified as undervalued and offering above-average growth potential. This fund is a feeder fund that invests only in the Sanlam Global Financial Fund listed in Ireland.
The investment team uses their database and extensive experience of the financial sector to identify financial companies that have a good track record of growing their net worth. At the same time the team maintains the discipline of investing only when these companies are mispriced.
Previously the Sanlam Investment Management Global Financial Feeder Fund.
Who is this fund suitable for?
- Are willing and able to take on a high level of risk
- Can stay invested for a minimum of five years
- Want exposure to global financial companies but invest in rands
B.Comm. (Honours), CA(SA), Higher Diploma in Education
1 March 2011
Lump sum R5,000
Debit order R500
MSCI World Financial Index (Total Return)
Investors in this portfolio can afford to take on a higher level of risk because of their investment time horizon or appetite for risk. They are willing to invest for the long-term and are prepared to tolerate some volatility in the short term, in anticipation of the higher returns expected in five years or beyond.