Quick Stats

Bid Price - Offer Price -
Mid Price GBX 157.40 Day Change GBX -0.30 (-0.19%)
Price Date 18 Jan 2018 Crown Rating 3
Shares Class Inc. Yield 3.47 %
Total Expense Ratio 1.58 Fund Size 411,210,816.00
Launch Date 16/05/2006 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 GB00B501D204 Min TopUp (£) 0.00

Fund Objective

The Fund seeks to achieve an income of at least 50% higher than the MSCI World Index and long-term capital growth through investment in company shares and their derivatives from across the world.

Fund Managers

Guy Monson
Guy is portfolio manager focusing on global equities. He co-manages Sarasin’s global equity income strategies for institutional and retail clients. Guy has over 30 years of investment experience and joined the company in 1984. In 1988 he became manager of Sarasin's flagship GlobalSar family of balanced investment funds, winning awards for investment performance and risk profile. Guy has pioneered the use of thematic investment in the management of global equity portfolios and today manages the Sarasin Global Opportunities fund as well as leading the firm’s investment strategy. Guy writes regularly in the international financial press and appears on Bloomberg and other financial channels. Among other responsibilities he is a Trustee of the Invictus Games Foundation, and Chatsworth House, and is a member of the London School of Economics Ideas Board.
Guy Davis
Guy is a portfolio manager for the global equity income strategies. Within the global equity team he co manages Sarasin’s Institutional mandates and retail funds. Guy also co-manages a number of large segregated portfolios. Guy joined Sarasin & Partners in January 2011, following a number of years in private client wealth management at Charles Stanley Stockbrokers. Guy is a CFA charterholder.