Quick Stats

Bid Price - Offer Price -
Mid Price GBX 131.20 Day Change GBX +0.40 (0.31%)
Price Date 19 Sep 2017 Crown Rating 1
Shares Class Inc. Yield 2.76 %
Total Expense Ratio 1.57 Fund Size 36,063,599.14
Launch Date 28/01/2010 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 (%) 1.57
ISIN GB00B58JZS60 Min TopUp (£) 0.00

Fund Objective

The Fund seeks to provide long-term growth through investment in the shares of UK companies.

Fund Managers

Ben Elwes
Ben is a portfolio manager responsible for UK equity funds. Prior to joining Sarasin & Partners in 2017, he spent nine years at GIC Private Ltd where he managed European and UK equity funds. Previous roles include a similar position at Henderson Global Investors, where he rose to Director and Head of the Mainstream European team, and a graduate role at Friends Provident. Ben is an Associate of the Society of Investment Professionals and a Member of the CFA Institute.