SVS Sanlam Fixed Interest Fund

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There is only one type of share class for this fund.

SVS Sanlam Fixed Interest Fund B

Category GBP Diversified Bond
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

103.60p

arrow-down-0.10p (-0.10%)

Fund Code

SMFII

B3T5LK3

GB00B3T5LK39

Prices updated as at 06 May 2025
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Prices in GBX
Investment objective
The investment objective of the Fund is to generate income over the long term (at least 5 years). The Trust is actively managed and the Manager’s policy in order to achieve the Trust’s objective will be to invest at least 80% of its portfolio in investment grade corporate bonds. The issuers may be from anywhere in the world and issues may be denominated in any currency. Non-sterling exposures will normally be hedged back to Sterling.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
Company name
Sanlam Investments UK Limited
Fund launch date
08 Jun 2011
Domicile
United Kingdom
UCITS
Yes
Lead manager
Thomas Wells
Lead manager start date
17 Aug 2023
Lead fund manager biography
Thomas is manager of the Sanlam International Inflation-Linked Bond Fund, Sanlam Credit Fund, Sanlam International Credit Fund, and Sanlam Fixed Interest Fund. He joined Sanlam in January 2021 from Smith & Williamson (Evelyn) where he had worked since September 2007 and been a member of the Fixed Interest team since January 2009. At Smith & Williamson he had managed the Global Inflation-Linked Bond Fund and was the co-manager of the Short-Dated Corporate Bond Fund and Fixed Interest Fund. Tom also managed portfolios for a range of institutional clients, including DC and DB pension funds as well as charities and corporates. He was a Partner at Smith & Williamson Investment Management LLP and a member of a number of internal investment committees, including the Investment Strategy Group and the Direct Investment Group, which oversaw total assets of £21bn. Here Tom served as a dedicated subject matter expert on fixed income and informed the group’s exposure to sovereign and IG credit markets.
Head office
Sanlam Investments UK Limited
Monument Place, 24 Monument Street, London,
United Kingdom
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