Sanlam FOUR Fundamental Relationships

IE00B5M48M23 -- Ireland Fund  

GBp 1,700  7.00  0.41%

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 Cash Position Weight vs. Five Year Return Fundamental Analysis

Sanlam FOUR Global Equity A GBP is currently considered the top fund in five year return among similar funds. It is currently considered the top fund in cash position weight among similar funds creating about  0.28  of Cash Position Weight per Five Year Return. The ratio of Five Year Return to Cash Position Weight for Sanlam FOUR Global Equity A GBP is roughly  3.55 
Five Year Return is considered as one of the best measures to evaluate fund performance especially from the mid and long term prospective. It shows the total annualized return generated from holding a fund for the last 5 years and represents capital appreciation of fund investments including all dividends, losses, and capital gains distributions.
Sanlam FOUR 
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
4.61%
Although Five Year Fund Returns can give a sense of overall fund potential, it is recommended to compare fund performance with other similar funds for the same five year time interval. Similarly, comparing overall find performance over the last five year with appropriate market index is a great way to determine how this fund will perform during different market fluctuations.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
Sanlam FOUR 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
1.30%
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.

Sanlam FOUR Cash Position Weight Comparison

Sanlam FOUR is currently under evaluation in cash position weight among similar funds.

Sanlam FOUR Fundamental Comparison

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