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SARASIN GLOBALSAR STERLING BALANCED - Fund overview

No Bestinvest rating

Overview of SARASIN GLOBALSAR STERLING BALANCED

The fund aims to achieve long term capital growth with lower risks than pure equity.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	OFFSHORE FUND
Launched	January, 1988
Size	£209m
Yield	0.8%
Charging basis	–
Dividends paid	Jan, Jul
Bid price	5,067.50p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	1.50%
Total expense ratio	1.89%
Reduction in yield (10yr)	1.89%

Bestinvest says

No information available.

Portfolio

sarasin globalsar sterling balanced asset allocation illustration

Allocation		Proportion

	Equity	59%
	High yield bonds	23%
	Quality bonds	12%
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	6%

sarasin globalsar sterling balanced equity geographic illustration

Allocation		Proportion

	UK	25%
	Europe	21%
	Nth America	19%
	Japan	17%
	Pacific	5%
	Other Equity	13%

sarasin globalsar sterling balanced equity capitalisation illustration

Allocation		Proportion

	Large Caps	90%
	Mid Caps	5%
	Small Caps	5%

View all performance data for SARASIN GLOBALSAR STERLING BALANCED

Investment process

The portfolio will be globally diversified across equities, highly rated bonds and cash. Equites will be chosen on their suitability for Sarasins Global growth theme.

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. Past performance or any yields quoted should not be considered reliable indicators 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; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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