Sarasin Global Equity Real Return P Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.44%
  • 3 Year sharpe0.64
  • 3 Year alpha4.12
  • Distribution Typeincome
  • BenchmarkMSCI Wld NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.99%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupSarasin & Partners
  • DomicileUnited Kingdom

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. We also invest in derivatives to manage the risk associated with investments in shares. Derivatives are financial contracts whose value is linked to the price of another asset (e.g. indices, rates, share prices, currencies). We may also invest in cash or bonds or units in funds (including those managed by Sarasin).

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