Sarasin Thematic Global Eq Stg Hdg P Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.39%
  • 3 Year sharpe0.45
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • BenchmarkMSCI ACWI NR LCL
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.97%
  • IA SectorGlobal
  • Manager GroupSarasin & Partners
  • DomicileUnited Kingdom
  • ISINGB00B83F3755

Investment Strategy

The Fund seeks to grow the Fund (through increases in investment value and income) in Sterling terms over a rolling 5 year period after deducting fees and costs. We invest at least 80% of the Fund in the shares of large and medium sized companies from around the world. We may also invest in cash or bonds or units in funds (including those managed by Sarasin). The Fund will seek to reduce the impact of currency volatility by hedging the majority of its overseas currency exposure back to Sterling.

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