fund
TB SARACEN UK ALPHA B
Value driven approach with a historic bias to mid and small cap investing.
PRICE (INC)
-
PRICE (ACC)
740.91p
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
1%
ONGOING CHARGE
1.13%
YIELD
3%
1 YEAR
-Prices as at 22 Sep 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
Saracen Fund Managers are a boutique investment house focusing solely upon the UK market. The house approach is strongly biased to value investing and historically to small and mid cap. Using a non-indexed approach, the portfolio is selected on a stockpicking basis driven by a disciplined investment process.
Fund summary
| Sector | UK All Companies |
|---|---|
| Structure | OEIC |
| Launched | March 1999 |
| Size | £7m |
| Yield | 3% |
| Dividends paid | Accumulation units only |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 1% |
| Ongoing Charges Figure | 1.13% |
Investment Process
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