TB Saracen Global Income and Growth BAcc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History4.48%
  • 3 Year sharpe-0.06
  • 3 Year alpha-6.1
  • Distribution Typeaccumulation
  • BenchmarkIA Global Equity Income
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.02%
  • 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). For these purposes, large companies are companies with a market capitalisation equal to or greater than $5 billion. The Fund is actively managed and will be invested in assets that in the opinion of the Investment Manager provide the potential for income and long-term capital growth. The Fund’s holdings in equities will be diversified by sector, and at any given time the Fund may be exposed to companies in sectors such as, for example, healthcare, financials, technology, or consumer goods.

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