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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 world equity markets while utilising a risk management strategy (driven by Artificial Intelligence & Machine Learning – AI since June 2017) designed to reduce volatility and minimise losses in declining markets. Income will not be a consideration.

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 next generation balanced solution to help diversify your balanced/mixed-asset fund manager risk.

Target client:
Advisors: Balanced/Mixed-Asset/ Diversified Growth investors.
Discretionary: Equity risk managed/Solvency II investors
Manager type:
Single manager (Not a fund of fund)
Investment process:
Artificial Intelligence & Machine Learning
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
D USD (Base) IE00BSQXB509 BSQXB50   Download Download
D EUR IE00BSQXB616 BSQXB61   Download Download
D GBP IE00BSQXB723 BSQXB72   Download Download
A USD (Base) IE00B94Q3B85 B94Q3B8 SPSGFAU ID Download Download Download
A EUR IE00BSQXB277 BSQXB27 SPSGFAE ID   Download Download
A GBP IE00B94Q3K76 B94Q3K7 SPSGFAG ID   Download Download
A CHF IE00BSQXB384 BSQXB38 SPSGFAC ID   Download Download
A SEK IE00BSQXB491 BSQXB49 SPSGFAS ID   Download Download
A AUD IE00BD07T825 BD07T82 SPSGFAA ID   Download Download
A CAD IE00BD084J19 BD084J1 SPSGMAC ID   Download Download
N USD (Base) IE00BSQXBG17 BSQXBG1 SPSGFNU ID   Download Download
N EUR IE00BSQXBJ48 BSQXBJ4 SPSGFNE ID   Download Download
N GBP IE00BSQXBH24 BSQXBH2 SPSGFNG ID   Download Download
N AUD IE00BD07TD76 BD07TD7 SPSGFNA ID   Download Download
FSB S65 Minimum Disclosure Document
I USD (Base) IE00B94Q3M90 B94Q3M9 SPSGFIU ID Download Download Download
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
KII Documents Download
Supplement Download
Class I
Currency EUR
ISIN IE00BSQXB830
KII Documents Download
Supplement Download
Class D
Currency USD (Base)
ISIN IE00BSQXB509
ISESedols BSQXB50
KII Documents Download
Supplement Download
Class D
Currency EUR
ISIN IE00BSQXB616
ISESedols BSQXB61
KII Documents Download
Supplement Download
Class D
Currency GBP
ISIN IE00BSQXB723
ISESedols BSQXB72
KII Documents Download
Supplement Download
Class A
Currency USD (Base)
ISIN IE00B94Q3B85
ISESedols B94Q3B8
Bloomberg SPSGFAU ID
KII Documents Download
Fact Sheets Download
Supplement Download
Class A
Currency EUR
ISIN IE00BSQXB277
ISESedols BSQXB27
Bloomberg SPSGFAE ID
KII Documents Download
Supplement Download
Class A
Currency GBP
ISIN IE00B94Q3K76
ISESedols B94Q3K7
Bloomberg SPSGFAG ID
KII Documents Download
Supplement Download
Class A
Currency CHF
ISIN IE00BSQXB384
ISESedols BSQXB38
Bloomberg SPSGFAC ID
KII Documents Download
Supplement Download
Class A
Currency SEK
ISIN IE00BSQXB491
ISESedols BSQXB49
Bloomberg SPSGFAS ID
KII Documents Download
Supplement Download
Class A
Currency AUD
ISIN IE00BD07T825
ISESedols BD07T82
Bloomberg SPSGFAA ID
KII Documents Download
Supplement Download
Class A
Currency CAD
ISIN IE00BD084J19
ISESedols BD084J1
Bloomberg SPSGMAC ID
KII Documents Download
Supplement Download
Class N
Currency USD (Base)
ISIN IE00BSQXBG17
ISESedols BSQXBG1
Bloomberg SPSGFNU ID
KII Documents Download
Supplement Download
Class N
Currency EUR
ISIN IE00BSQXBJ48
ISESedols BSQXBJ4
Bloomberg SPSGFNE ID
KII Documents Download
Supplement Download
Class N
Currency GBP
ISIN IE00BSQXBH24
ISESedols BSQXBH2
Bloomberg SPSGFNG ID
KII Documents Download
Supplement Download
Class N
Currency AUD
ISIN IE00BD07TD76
ISESedols BD07TD7
Bloomberg SPSGFNA ID
KII Documents Download
Supplement Download
Class I
Currency USD (Base)
ISIN IE00B94Q3M90
ISESedols B94Q3M9
Bloomberg SPSGFIU ID
Fact Sheets Download
KII Documents Download
Supplement Download
Class A
Currency USD (Base)
ISIN IE00B94Q3B85
ISESedols B94Q3B8
Bloomberg SPSGFIU ID
Fact Sheet Download
KII Documents Download
Supplement Download

Prospectus For Universal Fund

Prospectus For Universal Fund

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