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Morningstar Fund Report

Sanlam P2Strategies Global Fund

Retail

Fund Report | Report generated 03 Dec 2016 |

Performance

--

Growth of $10,000

Fund
Fund: Sanlam P2Strategies Global Fund
Index
Index: MSCI World Ex Australia NR AUD
Category
Category: Equity World Large Blend

Financial Year Total Returns

-- -- -- --
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at --
Total Return +/- Cat +/- Index Cat Rank
1 Month -- -- -- --
3 Month -- -- -- --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at --
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 01 Jul 2014
Responsible Entity One Managed Investment Funds Limited
Fund Manager Sanlam Private Wealth Pty Ltd,
Base Currency $A
Net Assets $Mil
(as at --)
--
Minimum Investment $ 25,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions Annually

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating Learn more

Quick Stats

as at 30 Jan 2015

APIR Code OMF0012AU
Legal Type Investment Trusts
Status Open
Category Equity World Large Blend
Entry Price $ 0.9796
Exit Price $ 0.9776
Exit Price
1 Week Change $
-0.0147

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.2035

Annual

ICR pa (--) --
Max Management Fee pa 0.75%
Max Admin Fee pa 0.00%
Performance Fee pa
(--)
--
Max Brokerage 0.0000