Sarasin EquiSar Socially Responsibl

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 135.90 Day Change GBX -0.40 (-0.29%)
Price Date 21 Oct 2016 Crown Rating 1
Shares Class Inc. Yield 1.81 %
Total Expense Ratio 1.59 Fund Size 19,553,571.00
Launch Date 01/06/2011 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 1.35 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.59
ISIN GB00B4X31Q67 Min TopUp (£) 0.00

Fund Objective

The Fund seeks to provide long-term growth in sterling terms, and income through investment in the shares of companies from across the world with an overlay of ethical (socially responsible) criteria.

Fund Managers

Harry Talbot Rice
Formerly employed at Albert E Sharp (1996–1999) and Gerrard Group (1999-2000) as an International Portfolio Manager, Harry joined Sarasin in 2000 with responsibility for management of Institutional Equity Funds. He was appointed manager on EquiSar family of funds in January 2002.