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OTC Markets OTCPK - Delayed Quote USD

Sanlam Anchor Global Equity B USD Acc (0P0001O5OS)

2.9700
+0.0161
+(0.55%)
At close: May 1 at 4:00:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.43%
5y Average Return 15.54%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (May 1, 2025) 93.51%
Worst 1Y Total Return (May 1, 2025) --
Best 3Y Total Return 93.51%
Worst 3Y Total Return -6.12%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001O5OS
Category
YTD
-5.16%
0.00%
1-Month
-8.22%
0.00%
3-Month
-5.16%
0.00%
1-Year
13.73%
0.00%
3-Year
4.09%
0.00%
5-Year
17.55%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001O5OS
Category
2024
28.62%
--
2023
7.81%
--
2022
-21.78%
--
2021
-1.88%
--
2020
93.51%
--
2019
32.79%
--
2018
-12.69%
--
2017
24.56%
--

2016
3.21%
--
2015
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.26% 1.83% 8.30% 8.73%
2023 1.92% 1.25% -3.11% 7.83%
2022 -8.79% -15.09% -4.21% 5.44%
2021 -3.10% 14.48% -7.84% -4.03%
2020 -12.97% 49.82% 19.56% 24.14%
2019 16.71% 4.55% -2.84% 12.00%
2018 1.88% 4.30% 2.75% -20.03%
2017 10.38% 6.59% 2.58% 3.21%
2016 -0.58% 1.04% 5.22% -2.36%
2015 -6.91% 6.46% -- --

Rank in Category (By Total Return)

YTD 71
1-Month 92
3-Month 71
1-Year 3
3-Year 38
5-Year 3

Load Adjusted Returns

1-Year 13.73%
3-Year 4.09%
5-Year 17.55%
10-Year --

Performance & Risk

YTD Return -0.43%
5y Average Return 15.54%
Rank in Category (ytd) 71
% 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 -5.16%
Yield 0.00%
Morningstar Rating
Inception Date Mar 13, 2015

Fund Summary

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