Sarasin Global Equity Real Return P Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.02%
  • 3 Year sharpe1.11
  • 3 Year alpha3.37
  • Distribution Typeaccumulation
  • BenchmarkMSCI Wld NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.98%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupSarasin & Partners
  • DomicileUnited Kingdom
  • ISINGB00B7W4B053

Investment Strategy

We seek to grow the Fund (through increases in investment value and income) by 4% per year more than the Consumer Price Index (CPI) over a rolling 5 year period after deducting fees and costs. In normal market conditions we invest at least 75% of the Fund in the shares of companies from around the world. We may however hold more or substantially less than 75% of the Fund in shares when we deem it appropriate in order to manage difficult market conditions.

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