Fact sheet: Sanlam P-Solve Inflation Plus

Fund information

Fund name
Sanlam P-Solve Inflation Plus A
Fund company manager
Sanlam Universal Funds plc
Fund type
SIB
Fund manager(s)
Inflation Plus Committee
since 01/03/2004
Fund objective
The investment objective of the Inflation Plus Fund is to grow capital by delivering a return in excess of UK inflation as measured by the Retail Price Index. This is achieved by diversifying investments across various asset classes and providing the opportunity for real capital growth.
Benchmark
UK Retail Prices Index
Investment style
Flexible
Investment method
None

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

8.46 %

1 Year rank in sector

86/167

Sector

FO Mixed Asset - Flexible

Yield
-
Fund size

£ 54.6 m

FE Risk score

54

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • International
    54.6%
  • Not Specified
    32.6%
  • Global Emerging Markets
    12.7%
  • Money Market
    0.1%
  • Global Developed Equities
    54.6%
  • Global Government Fixed Interest
    11.9%
  • Global High Yield Fixed Interest
    11.8%
  • Global Emerging Market Fixed Interest
    7.8%
  • Global Emerging Market Equities
    4.9%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund-0.21 %3.84 %8.46 %21.8 %42.27 %
Sector0.08 %3.05 %8.62 %11.15 %26.09 %
Rank within sector114 / 18460 / 17686 / 16722 / 11421 / 82
Quartile th3 rd2 nd3 rd1 st2 nd

Calendar performance

YTD-20172016201520142013
Fund5.43 %16.01 %0.31 %6.2 %8.29 %
Sector6.92 %3.43 %-0.06 %4.97 %6.79 %
Rank within sector103 / 1727 / 14363 / 11847 / 9939 / 85
Quartile th3 rd1 st3 rd2 nd2 nd

Risk statistics

Alpha2.42
Beta1.26
Sharpe0.59
Volatility6.73
Tracking error3.19
Information ratio1.05
R-Squared0.81

Price movement

52 week high2.105
52 week low1.9206
Current bid price0
Current offer price0
Current mid price2.084

Holdings by region

  • 54.6% International
  • 32.6% Not Specified
  • 12.7% Global Emerging Markets
  • 0.1% Money Market

Holdings by sector

-

Holdings by asset type

  • 54.6% Global Developed Equities
  • 11.9% Global Government Fixed Interest
  • 11.8% Global High Yield Fixed Interest
  • 7.8% Global Emerging Market Fixed Interest
  • 4.9% Global Emerging Market Equities
  • 4% Hedge
  • 2.7% Property
  • 1.3% Structured Products
  • 0.9% Commodity & Energy
  • 0.1% Money Market

Individual holdings

  • 16.9% DB X-TRACKERS S&P 500 UCITS ETF 1C USD
  • 16.9% DB X-TRACKERS S&P 500 UCITS ETF 1C USD
  • 8.9% NOMURA FUNDS IRELAND US HIGH YIELD BOND FUND - I GBP HEDGED
  • 7.3% Vanguard FTSE Developed Markets ETF
  • 6.2% ISHARES III PLC S&P SMALLCAP 600 UCITS ETF
  • 5.3% P-SOLVE INVESTMENTS LTD 1.5% TREASURY GILT 2026