SVS Sanlam North American Eq B (0P0000TOJ8.L)
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SVS Sanlam North American Eq B
206 St Vincent Street
Management information
,Lead manager since 11 May 2015
Chris is head of growth equities at Sanlam Investments UK. He is co-manager of the Sanlam Global Artificial Intelligence Fund , Sanlam North American Fund, and the Sanlam Asia Pacific Artificial Intelligence Fund. Prior to joining Sanlam in January 2021 Chris worked at Smith & Williamson which he joined in May 2015 to manage the Smith & Williamson North American Equity Fund and Smith & Williamson Mid Ocean World Investment Fund. Chris joined Smith & Williamson from Pictet Asset Management where he managed Global and US equities. Prior to this he managed US equities at Schroders and US and technology equities at Aegon Asset Management. Chris graduated from the University of Nottingham with a BA (Hons) in Music, an MMus from the University of Glasgow and an MBA from the University of Edinburgh. Chris also holds the IMC.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyEvelyn Partners Fund Solutions Limited
Net assets128.18M
YTD return12.83%
Yield0.37%
Morningstar rating★★★★
Inception date8 June 2011
Fund operations
Last dividend0.02
Last cap gainN/A
Holdings turnover151.50%
Average for categoryN/A
Fees and expenses
Expense0P0000TOJ8.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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