Quick Stats

Bid Price - Offer Price -
Mid Price GBX 164.90 Day Change GBX 0.00 (0.00%)
Price Date 21 Jul 2017 Crown Rating 4
Shares Class Inc. Yield 1.96 %
Total Expense Ratio 1.58 Fund Size 190,988,453.00
Launch Date 03/02/1999 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 (%) 1.58
ISIN GB00B7FF2B36 Min TopUp (£) 0.00

Fund Objective

The Fund seeks to achieve a return ahead of inflation over the long-term through investment in a range of asset classes.

Fund Managers

Aram Compton
Aram Compton joined Sarasin & Partners in August 2007. He runs a selection of global multi-asset portfolios for institutional and retail clients, including the GlobalSar range, Sarasin’s flagship multi-asset product. Aram is a member of the firm’s Investment Policy Committee, which forms the firm’s asset allocation views, and he also invests in direct equities and bonds on a bottom up basis. He graduated from the ICMA Centre at Henley Business School with a BSc in International Securities, Investment and Banking and is a Chartered Financial Analyst.
David Palmer
David has 25 years of investment experience, and joined Sarasin & Partners in November 2000. He is the Investment Manager for the Sarasin IE GlobalSar Income and Dynamic Funds, and a number of portfolios for private clients. Prior to joining the firm, much of his career was spent with the Royal Bank of Canada where he started as an credit analyst before becoming a director of its investment bank subsidiary, which included working in Japan. He also worked with the Birmingham based stockbrokers Albert E Sharp.