HC Sequel Balanced Target Return St

Quick Stats

Bid Price - Offer Price -
Mid Price GBP 1.17 Day Change GBP +0.00 (0.20%)
Price Date 24 Oct 2016 Crown Rating
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 55,246,300.00
Launch Date 07/10/2013 Standard Initial Charge (%) 0.00
Currency GBP ISA Eligible No
Annual Management Charge (%) 1.25 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BBDRR147 Min TopUp (£) 500.00

Fund Objective

The HC Sequel Balanced Target Return Strategy Fund (“the Balanced Fund”) aims to provide both income and capital growth over the medium to long term, and aims to provide returns over the long term (at least five years) of 3.5% above that expected from long-term cash deposits.

Fund Managers

Sarasin & Partners
Sarasin & Partners are a specialist investment management firm based in London. They have been managing global asset allocation portfolios for over 20 years. Their pioneering thematic approach to stock selection has enabled them to produce good results for investors over this period. The management team owns 40% of the business.