TB Saracen UK Alpha B Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History2.94%
  • 3 Year sharpe-0.03
  • 3 Year alpha6.13
  • Distribution Typeaccumulation
  • BenchmarkMSCI UK All Cap GR USD
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.21%
  • IA SectorUK All Companies
  • Manager GroupT Bailey
  • DomicileUnited Kingdom
  • ISINGB0005711196

Investment Strategy

The Fund aims to achieve a return in excess of the return on the MSCI UK All Cap Index over Rolling Periods of 5 years (after charges). At least 80% of the Fund will be invested in shares in UK companies which the Investment Manager considers providing the potential for long-term growth with the aim of generating an excess return to that of the index (known as alpha generation). To the extent not fully invested in UK companies, the Fund may also invest in global equities, deposits, cash, and near cash. Up to 10% of the Fund may also be invested in collective investment schemes, which may include those managed by the ACD and its associates.

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