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OTC Markets OTCPK - Delayed Quote USD

Sanlam Anchor Global Equity A USD Acc (0P00016GSS)

2.7017
+0.0146
+(0.54%)
At close: May 1 at 4:00:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.84%
5y Average Return 14.08%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (May 1, 2025) 90.93%
Worst 1Y Total Return (May 1, 2025) --
Best 3Y Total Return 90.93%
Worst 3Y Total Return -7.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00016GSS
Category
YTD
-5.45%
0.00%
1-Month
-8.31%
0.00%
3-Month
-5.45%
0.00%
1-Year
12.31%
0.00%
3-Year
2.80%
0.00%
5-Year
15.94%
0.00%
10-Year
9.85%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00016GSS
Category
2024
27.03%
--
2023
6.47%
--
2022
-22.75%
--
2021
-3.20%
--
2020
90.93%
--
2019
31.13%
--
2018
-13.64%
--
2017
23.70%
--

2016
1.96%
--
2015
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.94% 1.51% 7.95% 8.39%
2023 1.60% 0.94% -3.42% 7.49%
2022 -9.08% -15.35% -4.51% 5.11%
2021 -3.50% 14.13% -8.13% -4.33%
2020 -12.85% 48.56% 19.16% 23.76%
2019 16.36% 4.22% -3.14% 11.65%
2018 1.57% 4.31% 2.25% -20.28%
2017 10.17% 6.32% 2.52% 3.02%
2016 -0.85% 0.71% 4.91% -2.67%
2015 -0.73% -6.94% 6.23% --

Rank in Category (By Total Return)

YTD 75
1-Month 93
3-Month 75
1-Year 4
3-Year 55
5-Year 6

Load Adjusted Returns

1-Year 12.31%
3-Year 2.80%
5-Year 15.94%
10-Year 9.85%

Performance & Risk

YTD Return -0.84%
5y Average Return 14.08%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.79
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Sanlam Asset Management (Ireland) Limited
Net Assets 127.45M
YTD Return -5.45%
Yield 0.00%
Morningstar Rating
Inception Date Mar 13, 2015

Fund Summary

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