Sanlam FOUR Fundamental Relationships

IE00B5M48M23 -- Ireland Fund  

GBp 1,781  5.00  0.28%

The Drivers Module shows relationships between Sanlam FOUR's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Sanlam FOUR Global Equity A GBP over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

Sanlam FOUR Global Minimum Initial Investment vs. Three Year Return Fundamental Analysis

Sanlam FOUR Global Equity A GBP is currently considered the top fund in three year return among similar funds. It is currently considered the top fund in minimum initial investment among similar funds making about  111.98  of Minimum Initial Investment per Three Year Return.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Sanlam FOUR 
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
8.93 %
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Sanlam FOUR 
Minimum Initial Investment 
=  
First Fund Deposit 
=
1 K
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it from random trades that may negatively affect fund strategy.

Sanlam FOUR Global Minimum Initial Investment Comparison

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