TB Saracen Global Income and Growth BAcc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.51%
  • 3 Year sharpe0.44
  • 3 Year alpha-1.07
  • Distribution Typeaccumulation
  • BenchmarkIA Global Equity Income
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.03%
  • IA SectorGlobal Equity Income
  • Manager GroupT Bailey
  • DomicileUnited Kingdom
  • ISINGB00B5B35X02

Investment Strategy

The Fund aims to provide both income and capital growth over Rolling Periods of 5 years (after charges). At least 80% of the Fund will be invested in a global portfolio of equities (i.e. shares) in large companies anywhere in the world (including but not limited to the UK).

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