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SARASIN STERLING BOND B - Fund overview

No Bestinvest rating
Find rated £ strategic bond funds


Overview of SARASIN STERLING BOND B

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

Standard Initial Charge

No data available.

Fund summary

Sector  £ Strategic Bond
Product type  OEIC
Launched  May, 2006
Size  £154m
Yield 3.6%
Charging basis  –
Dividends paid  28 Feb,31 May, 31 Aug, 30 Nov
Bid price(inc) 106.70p
Bid price(acc) 134.90p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 1.25%
Total expense ratio 1.25%
Reduction in yield (10yr) 1.25%

Bestinvest says


No information available.

Portfolio

sarasin sterling bond b asset allocation illustration
Allocation Proportion
Equity
High yield bonds
Quality bonds 100%
Property
Commodities
Hedge
Fund cash
sarasin sterling bond b equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity

No data available.

Investment process


The aim of the Fund is to achieve a yield at a premium to the FTSE UK Gilts All Stocks Index and to achieve a total return higher than that index, over the medium term. The portfolio will be predominantly invested in fixed income securities.

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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