Sarasin Thematic Global Equity P
Invests in companies expected to benefit from global themes.
PRICE (INC)
1433p
PRICE (ACC)
1748p
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
0.75%
ONGOING CHARGE
0.97%
YIELD
1.3%
Prices as at 10 Aug 2022.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
Fund summary
| Sector | Global |
|---|---|
| Structure | OEIC |
| Launched | October 2012 |
| Size | £508m |
| Yield | 1.3% |
| Charging Basis | Capital |
| Dividends paid | 28 Feb, 31 Aug |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 0.75% |
| Ongoing Charges Figure | 0.97% |
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 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