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 1 Year2 Years **3 Years **S.I.
Fund *-1.5%8.1%13.3%45.5%
CPI+6 ***6.2%7.1%7.4%23.8%
MSCI ACWI-6.7%3.7%8.2%26.5%
Index +/-+5.2%+4.5%+5.1%+18.9%

* Class B USD - Please note that the fund performance is from 12 noon to 12 noon, whilst index performance is close of business to close of business
** Annua​lised
*** US CPI data is the latest available (31st July 2015)

Source: SAMI and MSCI | Inception date 10.09.2012 | Performance data to 10th September 2015

Colin McQueen, Head of Global Equities at Sanlam FOUR, said “We are delighted with the performance of the Fund. Returns have comfortably outpaced our CPI +6% benchmark, as well as market indices and peers. We continue to see the Fund’s quality and valuations characteristics as well positioned to continue delivering good returns in the future.”

Derrick Dunne, CEO of Sanlam FOUR, said “This is all down to our terrific investment team and a truly differentiated fund. Having a proper value discipline and experience applied to a high quality, less cyclical universe of global stocks has delivered very strong results. We have significant asset flows coming into the fund in the immediate term.”

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