Sanlam Managed Fundamental Relationships

IE00B94Q3K76 -- Ireland Fund  

GBp 127.00  0.00  0.00%

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

Sanlam Managed Risk Cash Position Weight vs. Equity Positions Weight Fundamental Analysis

Sanlam Managed Risk A GBP is currently considered the top fund in equity positions weight among similar funds. It is currently considered the top fund in cash position weight among similar funds creating about  0.82  of Cash Position Weight per Equity Positions Weight. The ratio of Equity Positions Weight to Cash Position Weight for Sanlam Managed Risk A GBP is roughly  1.22 
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Sanlam Managed 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
54.88 %
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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 Managed 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
45.11 %
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.

Sanlam Managed Risk Cash Position Weight Comparison

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked.
Explore Thematic Ideas
Explore Investing Ideas  
Search macroaxis.com