Sarasin Globalsar Strategic P Inc

Fund

Fund Info

  • Yield History1.36%
  • 3 Year sharpe1.18
  • 3 Year alpha1.05
  • Distribution Typeincome
  • Benchmark-
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.83%
  • SectorMixed Investment 20-60% Shares
  • Manager GroupSarasin & Partners
  • DomicileUnited Kingdom
  • ISINGB00B7V4BG27

Investment Strategy

The Fund seeks to achieve a return ahead of inflation over the long-term through investment in a range of asset classes. The Fund invests globally in a combination of assets. Predominately these are shares and company or government bonds. Shares held will satisfy Sarasin¡¯s thematic process with 15-65% of the Fund's assets generally invested in shares. It is not constrained by geography, sector or style but manages risk through a variety of theme characteristics. The Fund will not track an index. Derivatives (financial instruments whose value is linked to the expected future price movements of an underlying asset)may be used only with the aim of reducing risk or costs, or generating additional capital or income.