fund
SARASIN GLOBALSAR CAUTIOUS PP
PRICE (INC)
111.3p
PRICE (ACC)
129.3p
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
0.75%
ONGOING CHARGE
1.14%
YIELD
2.3%
1 YEAR
-Prices as at 30 Dec 2013.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
Fund summary
| Sector | Mixed Investment 20-60% Shares |
|---|---|
| Structure | OEIC |
| Launched | |
| Size | £123m |
| Yield | 2.3% |
| Dividends paid | August & February |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 0.75% |
| Ongoing Charges Figure | 1.14% |
Investment Process
The fund seeks to provide a real return to shareholders over the medium term. The fund invests in a diversified portfolio of investments and will seek to avoid market setbacks by using a variety of protective measures. Investment selection will be on a Global Themes basis that are largely independent of any one region or market. These include Global Pricing Power, Global Convergence, Corporate Restructuring, Intellectual Property & Innovation, Efficiency & Automation.
The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.
Past performance is not a guide to future performance. View full risk warning