Sanders Capital offers investment management services to institutional investors through separate accounts. The firm's strategies are driven by the same research and portfolio management process and may be tailored to a client’s specific needs. Sanders Capital offers US Value Equity Portfolios, Global Value Equity Portfolios, and All Asset Value Portfolios. All Asset Value Portfolios may invest in a broad range of financial assets in all parts of the global capital markets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15.0M | 0.90% |
| $15.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Fees for accounts above $225 million are negotiable. All Asset Value Portfolios have different fee schedules based on risk and volatility target: Mid Volatility Target: 1% per annum, plus a performance allocation of 15% after a preferred return of 8%; High Volatility Target: 1.25% per annum, plus a performance allocation of 20% after a preferred return of 10%