Our Funds NEW
Our team has developed, over 10 years, a data driven asset allocation platform, optimised using machine learning, targeting higher compounded returns through lower fees, automation and decreased risk. Our research-based philosophy of continuous improvement means that our team are focused on improving and developing our algorithms in line with our goals.
Sanctum Core Europe Adaptive
The fund invests in mid to large cap European stocks, targeting long term capital appreciation and resilience.
- Country allocation: Aligned with European Capital Key for diversification
- Comparable: FTSE Developed Europe ex UK index
- Portfolio size: Circa 40 stock portfolio
- Mid-Large cap: Minimum boundary at entry >€12bn (dynamically adjusted).
- Securities: Long-only equities – European Developed Market ex-UK
- Position size: Maximum targeted position size 6% , UCITS compliant
- Rebalance frequency: Circa 2-6 weeks
- Adaptive value basket (70%): Algorithms analysing multiple fundamentals dimensions for sustainable upside capture.
- Core dividend basket (30%): Stocks selected for persistent high dividend yield.
Sanctum Stock-Bond US Adaptive
The fund invests in US stocks with a market capitalization >$300m, targeting long term resilience and capital appreciation
- Country allocation: All Northern American (US & Canada) stocks
- Comparable: S&P500 Index
- Portfolio size: Circa 80 stock portfolio
- Mid-Large cap: Minimum entry >$300m
- Securities: Long-only equities – US Market
- Rebalance frequency: Circa 2-6 weeks
- Adaptive bond allocation: using fundamental data to allocate up to 30% of the portfolio to US treasury bonds for additional resilience.
Disclaimer
Kindly note we are only able to provide our investment management services to Professional Investors and we cannot deal with Retail investors. We would recommend that you seek independent advice from a finance professional if you are unsure about your status. Please click below to continue.
IMPORTANT:
Sanctum Financial Investment has no connection with Sanctum Asset Management. Please see notification from the Financial Conduct Authority for further information.