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SKANDIA SARASIN EQUISAR GLOBAL THEMATIC PF - Fund overview

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Overview of SKANDIA SARASIN EQUISAR GLOBAL THEMATIC PF

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

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector	–
Product type	PENSION FUND
Launched	August, 2001
Size	£2m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	126.60p

Fund Charges

Standard Initial charge	0.00%
Initial charge via Bestinvest	0.00%
Additional bid/offer spread	4.95%
Annual management charge	1.95%
Total expense ratio	1.95%
Reduction in yield (10yr)	2.45%

Bestinvest says

No information available.

Portfolio

skandia sarasin equisar global thematic pf asset allocation illustration

Allocation		Proportion

	Equity	97%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	3%

skandia sarasin equisar global thematic pf equity geographic illustration

Allocation		Proportion

	UK	10%
	Europe	26%
	Nth America	44%
	Japan	8%
	Pacific	8%
	Other Equity	4%

skandia sarasin equisar global thematic pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	71%
	Mid Caps	26%
	Small Caps	3%

View all performance data for SKANDIA SARASIN EQUISAR GLOBAL THEMATIC PF

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. 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.

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