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The information on the Adviser and Institutional areas of this site have been tailored for investment professionals. Appropriate product, fund and service information for private investors can be accessed on the Personal area of our site. Terms & conditions.

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Global Equity

Grow your money by accessing opportunities in global equity markets.

Diversifying your portfolio across countries and markets can help you achieve better returns while also spreading your risk. The cornerstone of our equity investment process is the in-depth proprietary research performed by our specialist fund managers and equity analysts in our global investment teams. By focusing on the analysis process, we make decisions based on facts rather than on forecasts. Our foreign institutional investment philosophy is based on managing portfolios with a fundamentally driven specialist approach and delivering outperformance over the long term within mandated parameters.

The international equity funds that we offer all focus on growing your capital, using different strategies to achieve positive real returns over the long term.

Actively Managed Global Equity Funds

Suitable for investors who

Want to invest in a global equity fund investing in undervalued stocks that offer above average growth potential, specifically stocks that are undiscovered or neglected

Minimum investment

US$1 000

Minimum investment period

5 years

What the fund aims to achieve and how

Provide long-term capital growth by investing in global equities that the investment manager has identified as being undervalued and that offer above average growth potential

Minimum Disclosure Document
Suitable for investors who

Want to invest in global financial companies and who have a relatively high risk tolerance

Minimum investment

No minimum applies

Minimum investment period

No minimum applies

What the fund aims to achieve and how

Provide long-term capital growth by investing in undervalued financial companies from around the world, with a focus on capital preservation using a value investing approach

Minimum Disclosure Document
Suitable for investors who

Want to invest in a multi-manager global equity fund that takes incremental bets against the MSCI World Index to produce outperformance with a reasonably low tracking error

Minimum investment

US$1 000

Minimum investment period

5 years

What the fund aims to achieve and how

Provide long-term capital growth by investing in equity securities primarily listed or traded in countries contained within the MSCI World (Developed Market) Index; the Fund is well diversified in terms of countries, sectors and securities

Minimum Disclosure Document
Suitable for investors who

Want to earn a growing stream of dividend income through investing in global equities, while at the same time pursuing real capital growth

Minimum investment

US$1 000

Minimum investment period

5 years

What the fund aims to achieve and how

Generate a growing stream of dividend income while at the same time pursuing real growth in capital invested by investing in companies that offer relatively high dividend yields, are well established, have healthy balance sheets, generate strong cash flows and pay regular dividends

Minimum Disclosure Document
Suitable for investors who

Want to invest in a global equity fund that merges fundamental stock selection with quantitative portfolio construction focused on large capitalisation global blue chip equity securities

Minimum investment

US$5 000

Minimum investment period

5 years

What the fund aims to achieve and how

Provide above-average long-term capital growth by investing in high-conviction investment ideas (80 – 100 global securities), focused primarily on blue chip securities

Minimum Disclosure Document
Suitable for investors who
  • Would like to achieve compound total returns in excess of the MCSI World Index over the medium to long-term, through taking high conviction positions in well managed, high quality businesses that are attractively valued
  • Would like to invest over the medium to long term
Minimum investment

Class D - $500 USD
Class E - $500 USD

What the fund aims to achieve and how

The objective of the Global High Quality Fund is to produce compound total returns in excess of the MCSI World Index over the medium to long-term. We aim to do this primarily through taking high conviction positions in well managed, high quality businesses that are attractively valued.

Investment Approach

Our investment approach employs quantitative and qualitative analysis that aims to invest in companies with the following criteria:

  • Companies that can distribute excess cash flow to shareholders whilst maintaining high returns on capital should be able to successfully compound returns over the long-term
  • Companies that have strong or dominant market positions and sustainable competitive advantages that are difficult to replicate
  • A concentrated and actively managed portfolio of quality equities should achieve attractive long-term shareholder returns with less absolute volatility
  • Investments are based on the most attractive risk/reward trade off
  • We invest in companies with low levels of balance sheet leverage.

Investment Process

Our investment process is based upon a rigid, fundamentally driven and disciplined framework.

  1. Generation of Stock ideas
    We begin by carrying out a rigorous quantitative screening process of stocks based upon a range of metrics, we have meetings with company management and we interact with external research providers
  2. Fundamental Analysis
    Our detailed bottom-up company analysis focusses on capital structure, robust and sustainable competitive advantages and a strong and growing free cash flow trend over time. Our analysis helps us gain an in-depth understanding of the company’s value.
  3. Portfolio construction
    Our actively managed portfolio of stocks is constructed through a disciplined, high conviction methodology that is unconstrained versus a benchmark. We actively rotate away from businesses which are fully valued and invest in more attractively valued stocks once our investment thesis has played out. We believe that the most appealing long-term returns are driven by cash flow growth rather than valuations which keep moving up without underlying profit growth.
Minimum Disclosure Document

Our Regional Equity Funds

Sanlam FOUR Active UK Equity Fund

Suitable for investors who
  • Are an institutional investor, multi-manager, fund of funds or professional investor, or any other intermediary (the Fund may also accept retail investors)
  • Want to invest over the medium to long term
  • Are willing to accept higher levels of volatility, typical to equity investments
Minimum investment

Class A, C and I: US$ / GBP£ 1 000
Class B: GBP£10 000
Class D: GBP£45 000 000

What the fund aims to achieve and how

Provide long-term capital growth by investing in stocks and shares of companies listed on stock exchanges in the UK and in instruments that have the same or a similar effect as investing in such companies; income is reinvested

Suitable for investors who
  • Are an institutional investor, multi-manager, fund of funds or professional investor, or any other intermediary (the Fund may also accept retail investors)
  • Want to invest over the medium to long term
  • Are willing to accept higher levels of volatility, typical to equity investments
Minimum investment

Class A and C: € / Sterling £ 1 000
Class B: € / Sterling £ 10 000

What the fund aims to achieve and how

Provide long-term capital growth by investing in European companies outside of the UK; the Fund will invest across the market capitalisation spectrum and all investments must have absolute upside potential

Suitable for investors who

Want access to African listed markets through an actively-managed benchmark-cognisant portfolio of larger capitalisation and more liquid value stocks.

Minimum investment

US$100 000

Minimum investment period

5 years

What the fund aims to achieve and how

Achieve long-term capital growth by investing directly or indirectly in listed African equities that offer above-average growth potential

Minimum Disclosure Document
Suitable for investors who

Want to diversify their portfolios with exposure to the attractive emerging economy of India

Minimum investment

US$1 000

Minimum investment period

5 years

What the fund aims to achieve and how

Provide long-term capital growth by investing primarily in Indian equities or in companies or their subsidiaries that have their principal business activities in India

Minimum Disclosure Document
Suitable for investors who

Want access to African listed equity markets through an actively managed, concentrated portfolio of value stocks.

Minimum investment

US$1 million

Minimum investment period

5 years

What the fund aims to achieve and how

Achieve long-term capital growth by investing directly or indirectly in African equities that offer above-average growth potential.

Not so sure about offshore?

Contact us and we will assist you.

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