Sarasin UK Equity P Acc

Fund

Fund Info

  • Yield History3.64%
  • 3 Year sharpe0.70
  • 3 Year alpha-0.66
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh Cap 5% TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.72%
  • SectorUK All Companies
  • Manager GroupSarasin & Partners
  • DomicileUnited Kingdom
  • ISINGB00B7XS1T58

Investment Strategy

The Fund seeks to provide long-term growth through investment in the shares of UK companies. The Fund invests mainly in UK listed company shares. The Fund invests in shares which satisfy Sarasin¡¯s thematic process. 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.