Sanlam Strategic Bond Fund I GBP Inc

Name
Sanlam Strategic Bond Fund I GBP Inc
Manager
Sanlam Asset Management (Ireland) Limited
Type
Open Ended Investment Company
ISIN
IE00B7VMRN51
Sector
£ Strategic Bond
Launched
08/05/2014
OCF
0.64 %
Risk Rating
2
3 Year Sharpe
1.99
3 Year Alpha
6.60
Yield
4.7 %
Benchmark
N/A
The Investment Objective of the Fund is to provide a total return for investors, with a monthly income and the potential for capital growth. The Fund will seek to achieve its investment objective by investing primarily in investment grade government and corporate bonds (which may be fixed or floating), cash and cash equivalents (including: deposits, treasury bills, certificates of deposit, bankers acceptances and commercial paper). The Fund may also invest on an ancillary basis (and/or on a “when issued” or delayed delivery basis) in floating rate notes, convertible bonds, preference shares and covered bonds.
Holding %
Long-Term Euro-BTP Futures June19 7.95 %
United States Treasury Bonds 3% 5.38 %
United States Treasury Notes 2.88% 4.19 %
France (Republic Of) 5.5% 3.75 %
United Kingdom of Great Britain and Northern Ireland 3.5% 3.51 %
Australia (Commonwealth of) 2.75% 3.47 %
Germany (Federal Republic Of) 1.25% 3.44 %
France (Republic Of) 2% 3.40 %
United Kingdom of Great Britain and Northern Ireland 1.5% 3.35 %
Lloyds Bank plc 13% 2.72 %
Name
Sanlam Asset Management (Ireland) Limited
Address
Ireland
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Craig Veysey
Joined 03/01/2012

Craig joined Man GLG in October 2018 from Sanlam FOUR Partners, where for six years he managed a strategic bond strategy focused on investing in attractively valued corporate and government bond opportunities. Craig has a career spanning over 20 years in the industry. He was responsible for fixed income at Sanlam since 2009 and was the lead fund manager on the Sanlam Strategic Bond strategy since its launch in 2012. Previously, Craig managed global bond funds at Scottish Widows Investment Partnership and WestLB Mellon Asset Management. Before this, he was a senior member of the Global Fixed Income team at HSBC Investment Management. He qualified as an Associate of the UK Society of Investment Professionals in 2001 and is a CFA charterholder. Craig has a degree in economics from Liverpool University and a master’s degree in finance and investment from Exeter University.

Data provided by Morningstar.

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