Quick Stats

Bid Price - Offer Price -
Mid Price GBP 1.35 Day Change GBP -0.00 (-0.13%)
Price Date 23 Nov 2017 Crown Rating 2
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 16,452,200.00
Launch Date 18/02/2013 Standard Initial Charge (%) 5.00
Currency GBP ISA Eligible No
Annual Management Charge (%) 0.70 Sector IMA UK Equity Income
Min Investment (£) 5,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B99R1674 Min TopUp (£) 1,000.00

Fund Objective

To provide a balance of income and capital growth over the medium to long term.

Fund Managers

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.