SVS Sanlam North American Equity Fund B
Category US Large-Cap Blend Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
524.90p
5.80p (+1.12%)
Fund Code
SMNBI
B40T1C3
GB00B40T1C34
Prices updated as at 01 May 2025
|
Prices in GBX
Investment objective
The investment objective of the Fund is to achieve long term capital growth over a period of at least 5 years. The Manager’s policy, in order to achieve the Trust’s objective, will be to invest at least 80% of its portfolio in a wide range of companies that are listed, quoted or traded in the United States of America (the “US”) or Canada, or which have a significant part of their activities in the US or Canada but which are quoted on a regulated market outside of the US or Canada.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Sanlam Investments UK Limited
Fund launch date
08 Jun 2011
Domicile
United Kingdom
UCITS
Yes
Lead manager
Tim Day
Lead manager start date
11 May 2015
Lead fund manager biography
Tim is co-manager of the Sanlam Global Artificial Intelligence Fund and Sanlam North American Fund. Prior to joining Sanlam in January 2021 Tim 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. Tim joined Smith & Williamson from Pictet Asset Management where he managed Global and US equities. Prior to this Tim managed global equities at Henderson Global Investors and US equities at Fleming Investment Management. Tim graduated from the University of Bath with a BSc (Hons) in Social Sciences, History and Philosophy.
Lead manager
Chris Ford
Lead manager start date
11 May 2015
Lead fund manager biography
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.
Head office
Sanlam Investments UK Limited
Monument Place, 24 Monument Street, London,
United Kingdom
Got a question?
Get in touch
we're here to help:
-
Mon-Fri 8am to 6pm