Sanctum US Factsheets
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Fund Aim
Sanctum Stock-Bond US Adaptive is a long-only algorithmic fund that optimises capital allocation across a risk adjusted portfolio of liquid stocks and bonds. It applies data-driven analytics to a wide range of fundamental, momentum and other data to target resilient securities that are more likely to withstand financial shocks and provide higher returns over the long term.
Standing Data
| Fund type | UK CEF |
| Launch date | Jun 2024 |
| Investment sector | N American equities (Long only, including US stocks, Bonds and short term T-Bills) |
| Tradable asset classes | Equities, Bonds |
| Equities | Typically 40 – 100 long equity positions |
| Bonds | Short Term Treasury and Investment Grade Corporate Bonds |
| Auditors | Grant Thornton |
| Alternative Investment Fund Manager | Sanctum Financial Investment (Sanctum FI LLP authorised and regulated by the UK Financial Conduct Authority FRN 224125) |
| SEDOL | BQB4477 |
| ISIN | GG00BQB44777 |
Factsheets
Disclaimer
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IMPORTANT:
Sanctum Financial Investment has no connection with Sanctum Asset Management. Please see notification from the Financial Conduct Authority for further information.