Quick Stats

Bid Price - Offer Price -
Mid Price GBX 137.70 Day Change GBX -0.10 (-0.07%)
Price Date 20 Oct 2017 Crown Rating 2
Shares Class Inc. Yield 2.88 %
Total Expense Ratio 2.29 Fund Size 13,426,736.00
Launch Date 07/06/2012 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 2.29
ISIN GB00B5VX3706 Min TopUp (£) 0.00

Fund Objective

The Fund seeks to achieve long-term growth though investment in a range of asset classes across several management groups.

Fund Managers

Lucy Walker
Lucy joined Sarasin & Partners in 2011 and took on the role of Associate Partner in early 2014. In addition to managing a number of unitised fund of fund products, Lucy sits on the Investment Policy Committee and also performs fund analysis for the firm. Prior to joining Sarasin Lucy had been working in the Multimanager team at HSBC Global Asset Management as a UK Fund Analyst.
Jamie Fletcher
Jamie joined Sarasin & Partners in 2006 where he began his career in the Operations department before becoming part of a project team developing Sarasin's portfolio management system. Jamie joined the Third Party Funds team in 2014