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SARASIN EQUISAR UK THEMATIC OPPORTUNITIES - Fund overview

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Overview of SARASIN EQUISAR UK THEMATIC OPPORTUNITIES

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SARASIN EQUISAR UK THEMATIC OPPORTUNITIES 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  UK All Companies
Product type  OEIC
Launched  January, 2010
Size  £11m
Yield 2.2%
Charging basis  –
Dividends paid  2 Jan, 1 Jul
Bid price(inc) 111.90p
Bid price(acc) 114.20p

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 1.50%
Reduction in yield (10yr) 1.70%

Bestinvest says


No information available.

Portfolio

sarasin equisar uk thematic opportunities asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
sarasin equisar uk thematic opportunities equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity
sarasin equisar uk thematic opportunities equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The fund’s objective is to outperform its benchmark, the FTSE All Share, by at least 3% per annum net of fees.

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.

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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