Sarasin Global Higher Div P Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History2.82%
  • 3 Year sharpe0.81
  • 3 Year alpha4.32
  • Distribution Typeincome
  • BenchmarkMSCI World NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.98%
  • IA SectorGlobal Equity Income
  • Manager GroupSarasin & Partners
  • DomicileUnited Kingdom
  • ISINGB00B850BN01

Investment Strategy

We seek to grow the value of the Fund over a rolling 5 year period after deducting fees and costs and to provide 50% more income than the MSCI World Index (net). We measure income after adjusting for withholding taxes. We invest at least 80% of the Fund in the shares of companies from around the world. We also invest in derivatives and use them to increase performance and generate income. Derivatives are financial contracts whose value is linked to the price of another asset (e.g. indices, rates, share prices, currencies).

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