Sarasin UK Thematic Smaller Co P Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History3.09%
  • 3 Year sharpe-0.13
  • 3 Year alpha-2.08
  • Distribution Typeincome
  • BenchmarkFTSE AllSh Cap 5% TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.99%
  • IA SectorUK Smaller Companies
  • Manager GroupSarasin & Partners
  • DomicileUnited Kingdom
  • ISINGB00B887BV65

Investment Strategy

We seek to grow the Fund (through increases in investment value and income) over a rolling 5 year period after deducting fees and costs. We invest at least 80% of the Fund in the shares of UK listed companies. We may also invest in cash or bonds or units in funds (including those managed by Sarasin).

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