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SARASIN EQUISAR GLOBAL THEMATIC - Fund overview

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Overview of SARASIN EQUISAR GLOBAL THEMATIC

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SARASIN EQUISAR GLOBAL THEMATIC does not fall into either of these categories at present.

Standard Initial Charge

5.00% 2.00%

Invest via Bestinvest to save 3.00%
Buy as ISA  |  Buy as Unit Trust

Fund summary

Sector  Global
Product type  OEIC
Launched  July, 1994
Size  £361m
Yield 0.0%
Charging basis  INCOME
Dividends paid  28/2, 31/8.
Bid price(inc) 573.00p
Bid price(acc) 606.20p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 2.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.65%
Reduction in yield (10yr) 1.85%

Bestinvest says


No information available.

Portfolio

sarasin equisar global thematic asset allocation illustration
Allocation Proportion
Equity 97%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 3%
sarasin equisar global thematic equity geographic illustration
Allocation Proportion
UK 10%
Europe 26%
Nth America 44%
Japan 8%
Pacific 8%
Other Equity 4%
sarasin equisar global thematic equity capitalisation illustration
Allocation Proportion
Large Caps 71%
Mid Caps 26%
Small Caps 3%

Investment process


The fund aims to achieve capital growth through investment in an internationally diversified portfolio of equities. The fund's assets are allocated by global themes which track long term worldwide growth trends that the managers believe are largely independent of any one region or market. The fund then invests in companies that fit in with these themes, which are: corporate restructuring, intellectual property and excellence, pricing power, security of supply and the strong get stronger.

The value of your investments and the income from them can go down as well as up and you can get back less than you originally invested. Any yields quoted cannot be taken as a reliable indicator of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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