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Sanlam Managed Risk Fund

The SMR Fund provides access to global markets in the simple and cost effective UCITS IV fund structure with SMR built in.

The objective of the Fund is to provide long-term capital growth through exposure to global markets. The Fund also utilises a risk management strategy designed to reduce volatility and minimize losses in declining markets.

The Fund can be accessed through the Sanlam Global Investment Plan or through designated investment platforms.

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Fund List

SMR Fund

The Fund is a Progressive Multi-Asset Solution that can be used as a dynamic alternative to traditional risk management solutions such as Balanced, Mixed-Asset or Multi-Asset funds.

Target client:
Balanced/Mixed-Asset/Multi-Asset/Diversified Growth Fund investors
Manager type:
Single manager (Not a fund of fund)
Investment process:
Systematic
Fund structure:
UCITS IV
Domicile:
Ireland
Regulator:
Central Bank of Ireland (CBI)
Listed exchange:
Irish Stock Exchange
Reporting Fund Status:
Yes
Based Currency:
USD
Additional Currencies:
GBP, EUR, CHF, SEK, AUD
Available Classes:
Retail, Institutional, Managed Accounts


Class Currency ISIN ISESedols Bloomberg Fact Sheets KII Documents Supplement
I USD (Base) IE00B94Q3M90 B94Q3M9 SPSGFIU ID Download Download Download
I GBP IE00B94Q3N08 B94Q3N0 SPSGFIG ID Download Download
I EUR IE00BSQXB830     Download Download
A USD (Base) IE00B94Q3B85 B94Q3B8 SPSGFAU ID Download Download Download
A AUD IE00BD07T825     Download Download
A CAD IE00BD084J19     Download Download
A GBP IE00B94Q3K76 B94Q3K7 SPSGFAG ID Download Download
A EUR IE00BSQXB277     Download Download
A CHF IE00BSQXB384     Download Download
A SEK IE00BSQXB491     Download Download
N USD (Base) IE00BSQXBG17 BSQXBG1   Download Download
N AUD IE00BD07TD76   Download Download
N EUR IE00BSQXBJ48 BSQXBJ4   Download Download
N GBP IE00BSQXBH24 BSQXBH2   Download Download
N2 AUD IE00BD081451   Download Download
N2 EUR IE00BD07ZH33   Download Download
N2 GBP IE00BD081014   Download Download
N2 USD IE00BD07TF90   Download Download
FSB S65 Minimum Disclosure Document
A USD (Base) IE00B94Q3B85 B94Q3B8 SPSGFAU ID Download Download Download
Class I
Currency USD (Base)
ISIN IE00B94Q3M90
ISESedols B94Q3M9
Bloomberg SPSGFIU ID
Fact Sheets Download
KII Documents Download
Supplement Download
Class I
Currency GBP
ISIN IE00B94Q3N08
ISESedols B94Q3N0
Bloomberg SPSGFIG ID
Fact Sheets
KII Documents Download
Supplement Download
Class I
Currency EUR
ISIN IE00BSQXB830
ISESedols  
Bloomberg  
Fact Sheets
KII Documents Download
Supplement Download
Class A
Currency USD (Base)
ISIN IE00B94Q3B85
ISESedols B94Q3S5
Bloomberg SP2NAID ID
Fact Sheets Download
KII Documents Download
Supplement Download
Class A
Currency AUD
ISIN IE00BD07T825
ISESedols
Bloomberg
Fact Sheets Download
KII Documents Download
Supplement Download
Class A
Currency CAD
ISIN IE00BD084J19
ISESedols
Bloomberg
Fact Sheets Download
KII Documents Download
Supplement Download
Class A
Currency GBP
ISIN IE00B94Q3S52
ISESedols B94Q3S5
Bloomberg SP2NAID ID
Fact Sheets
KII Documents Download
Supplement Download
Class A
Currency EUR
ISIN IE00BSQXB277
ISESedols  
Bloomberg  
Fact Sheets
KII Documents Download
Supplement Download
Class A
Currency CHF
ISIN IE00BSQXB384
ISESedols  
Bloomberg  
Fact Sheets
KII Documents Download
Supplement Download
Class A
Currency SEK
ISIN IE00BSQXB491
ISESedols  
Bloomberg  
Fact Sheets
KII Documents Download
Supplement Download
Class N
Currency USD (Base)
ISIN IE00BSQXBG17
ISESedols BSQXBG1
Bloomberg  
Fact Sheets
KII Documents Download
Supplement Download
Class N
Currency AUD
ISIN IE00BD07TD76
ISESedols
Bloomberg  
Fact Sheets
KII Documents Download
Supplement Download
Class N
Currency EUR
ISIN IE00BSQXBJ48
ISESedols BSQXBJ4
Bloomberg  
Fact Sheets
KII Documents Download
Supplement Download
Class N
Currency GBP
ISIN IE00BSQXBH24
ISESedols BSQXBH2
Bloomberg  
Fact Sheets
KII Documents Download
Supplement Download
Class N2
Currency AUD
ISIN IE00BD081451
ISESedols
Bloomberg  
Fact Sheets
KII Documents Download
Supplement Download
Class N2
Currency EUR
ISIN IE00BD07ZH33
ISESedols
Bloomberg  
Fact Sheets
KII Documents Download
Supplement Download
Class N2
Currency GBP
ISIN IE00BD081014
ISESedols
Bloomberg  
Fact Sheets
KII Documents Download
Supplement Download
Class N2
Currency USD
ISIN IE00BD07TF90
ISESedols
Bloomberg  
Fact Sheets
KII Documents Download
Supplement Download

Prospectus For Universal Fund

Prospectus For Universal Fund

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