VAM Growth Fund

CLASSIFICATIONS

Asset Class:  Multi-Asset

Region: Global

INVESTMENT OBJECTIVE

The objective of the Fund is to provide long-term capital appreciation through capital growth. The Fund will, directly or indirectly, gain exposure to equities and similar securities, fixed income instruments (including convertible instruments) and/or money market instruments. The Fund may gain exposure to assets worldwide without any restriction in relation to the currency of denomination of the assets to which exposure is obtained.

 

The Fund’s direct and/or indirect exposure to equities and similar securities of issuers worldwide may vary between 0% and 100%, and its exposure to fixed income instruments (including sovereign or corporate fixed income instruments of issuers worldwide and of any credit rating as well as convertible instruments) and/or money market instruments may vary between 0% and 100% of the Fund’s net assets.

KEY FACTS

 

A Class USD A Class GBP A Class EUR A Class SGD A Class AUD
Launch Date 8th December 2016 1st December 2015  18th September 2017 7th December 2016
ISIN LU1235259220 LU1235258842  LU1525537657 LU1508396451 LU1374865985
Sedol Code BXRTSC8 BXRTSB7  BYWJC17 BD3WF97 BYXV739
Bloomberg Ticker VAMMGAU LX VAMMGAG LX  VAMMGAE LX VAMMGAS LX VAMMGAA LX
Base Currency GBP GBP GBP GBP GBP
Dealing Frequency Daily Daily Daily Daily Daily
D Class USD D Class GBP D Class EUR D Class AUD
Launch Date 24th February 2017 24th February 2017
ISIN LU1558095235 LU1558095151 LU1558095318 LU1558095409
Sedol Code BD31MJ3 BD31MH1 BD31MK4 BD31ML5
Bloomberg Ticker VAMMGDU LX VAMMGDG LX VAMMGDE LX VAMMGDA LX
Base Currency GBP GBP GBP GBP
Dealing Frequency Daily Daily Daily Daily
Z Class USD Z Class GBP
Launch Date 2nd July 2018 2nd July 2018
ISIN LU1837982278 LU1821417638
Sedol Code BFMB4L4 BFXXN78
Bloomberg Ticker VAMMGZU LX VAMMGZG LX
Base Currency GBP GBP
Dealing Frequency Daily Daily

SANLAM PRIVATE WEALTH

Sanlam Private Wealth is a leading discretionary investment manager based in London, with over £12 billion of assets under management. It is part of the Sanlam Group, the largest non-banking financial services company in Africa managing over £50 billion of client assets globally. The group is over 100 years old and the investment team in London holds multiple awards in recognition of its investment capabilities.

PORTFOLIO MANAGERS
Phil Smeaton

Phil is the Chief Investment Officer for Sanlam Private Wealth. He graduated with a first-class honours degree in Mathematics from Oxford University and has 19 years of investment experience. He has a proven track record running a market neutral hedge fund as well as global long only funds.

 

Phil’s career began in 2000 as an analyst on the European Equity team at Tokyo Mitsubishi Asset Management. In 2006 he joined the Global Equity team at Batterymarch (now Legg Mason) where he was initially based in London before relocating to the US. Phil has been a CFA Charterholder since 2003.

 

Mike Pinggera

Mike joined Sanlam in January 2013 to develop its multi-asset capability and as the fund manager to the Sanlam Multi-Strategy Fund. He has worked in the industry for over 26 years and, prior to Sanlam, he worked at Insight Investments where he was head of the multi-asset group and responsible for the retail multi-asset funds.

 

Before joining Insight, Mike spent 20 years at Credit Suisse where he held senior positions including Head of Special Mandates and Head of Trusts and Charities in the asset management and private banking divisions. As Head of Multi-Asset Class Solutions at Credit Suisse, Mike managed a team of 14 with responsibility for £5 billion of institutional, private client and retail fund assets.

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