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Sanlam G...

Price: 3.3500GBP

Change: 1.35%

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Sanlam Global Artificial Intelligence I Acc GBP

Sanlam Global Artificial Intelligence I Acc GBP

ISIN:

IE000IKG3JC0

Risk level:

N/A

FE fundinfo Rating:

IA Sector:

IA Global

Income type:

Accumulation

Price:

3.3500GBP

01 May 2025

Last change:

1.35%

1 year change:

0.36%

5 year annualised return:

14.12%

12 month yield:

N/A%

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At a glance

At a glance performance and information

Eligibility:

Share Dealing Account
ISA
SIPP

The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice

1 W 1 M 3 M 6 M YTD 1 Y 3 Y 5 Y Max

Add to chart:

  • Sanlam Global Artificial Intelligence I Acc GBP
  • IA Global
  • Index

Discrete calendar year performance

Discrete calendar year performance
Investment 31/03/20 to 31/03/21 31/03/21 to 31/03/22 31/03/22 to 31/03/23 31/03/23 to 31/03/24 31/03/24 to 31/03/25
Sanlam Global Artificial Intelligence I Acc GBP 58.99% 4.99% -2.22% 34.28% -1.17%
IA Global 40.59% 8.39% -2.65% 16.74% -0.27%
N/A N/A% N/A% N/A% N/A% N/A%

Trailing returns

(*annualised)

Trailing returns
Investment 3 months 6 months 1 year 3 years* 5 years*
Sanlam Global Artificial Intelligence I Acc GBP -16.26% -5.41% 0.36% 12.03% 14.12%
IA Global -9.60% -2.54% 1.67% 5.37% 9.73%
N/A N/A% N/A% N/A% N/A% N/A%

Fund Objective: The objective of the Fund is to achieve capital appreciation.

Manager name:

Sanlam Investments UK Limited

Manager start date:

27 June 2017

Investment style:

Growth

Region (geographical):

Global

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.

Benchmark:

N/A

Sector:

IA Global

FE fundinfo Rating:

Fees & charges

Fees and Charges

Fees and Charges
Charge Who receives this? What is it? Amount
Initial charge: The fund manager Charges applied by the fund management company for investing in their fund. Please note that Investment Managers may charge each time you buy new units or shares in a fund or trust. Where Investment Managers would have an entry charge, we will negotiate to have it waived so you will not be charged. N/A%
Ongoing Charges: The fund manager The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year. 0.45%
Performance Fee: The fund manager A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions. N/A
Typical transaction cost: The fund manager The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading. 0.188%*
Dealing commission: iWeb The cost of buying or selling some or all of your investment. £5.00 (per online trade)

*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.

Account charges are not included

Breakdown

Asset Allocation

Fund size: 1,208,287,525.60 GBP

Chart date: May 1, 2025

Top 10 Holdings

Top 10 Holdings
Security Weight
Nvidia corp 5.60%
Alphabet inc 5.20%
Amazon.com, inc. 4.80%
Nasdaq, inc. 3.10%
Sap se 3.00%
Intuitive surgical, inc. 3.00%
Tesla, inc. 2.80%
Renesas electronics corp 2.70%
Mercadolibre, inc. 2.60%
Hitachi,ltd. 2.60%

Sectors

Sectors
Sectors Weight
Information Technology 40.20%
Consumer Discretionary 16.60%
Financials 12.50%
Communications 11.00%
Industrials 8.10%
Health Care 6.80%
Utilities 2.60%
Real Estate 2.20%

World regions

World regions
Country Weight
United States of America 69.00%
China 8.00%
Japan 8.00%
Germany 6.00%
Singapore 3.00%
Australia 3.00%
Brazil 3.00%
ESG

What is ESG?

ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.