Quick Stats

Bid Price - Offer Price -
Mid Price GBX 167.10 Day Change GBX -0.30 (-0.18%)
Price Date 20 Oct 2017 Crown Rating 1
Shares Class Inc. Yield 1.55 %
Total Expense Ratio 0.98 Fund Size 22,095,757.00
Launch Date 01/06/2011 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.98
ISIN GB00B816B655 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

Jeremy Thomas
Jeremy has over 20 years’ investment experience. He joined Sarasin & Partners in 2016 from Allianz Global Investors where he spent 12 years as a UK, European and Global Equity fund manager. He co-managed the Brunner Investment Trust from 2010-2016. Prior to this he spent three years at Isis Asset Management (now BMO Global), five years at Schroders, and five years as a British Army Officer.
Alex Bibani
Alex joined Sarasin & Partners in 2015 from IFM Investors in Sydney, where he spent 3.5 years as a small cap equity analyst. Prior to this he spent 5 years at London-based Ratio Asset Management LLP as a European small and mid-cap analyst. Alex graduated from Bournemouth University with a BA (Hons) in International Business Administration, and holds the IMC and IAQ.