HC Sequel Balanced Target Return St
|Bid Price||-||Offer Price||-|
|Mid Price||GBP 1.23||Day Change||GBP +0.00 (0.12%)|
|Price Date||23 Feb 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.00 %|
|Total Expense Ratio||0.00||Fund Size||58,486,600.00|
|Launch Date||07/10/2013||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.35||Sector||IMA UK Equity Income|
|Min Investment (£)||500,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00BBDRR584||Min TopUp (£)||50,000.00|
The HC Sequel Balanced Target Return Strategy Fund (“the Balanced Fund”) aims to provide both income and capital growth over the medium to long term, and aims to provide returns over the long term (at least five years) of 3.5% above that expected from long-term cash deposits.
Sarasin & Partners
Sarasin & Partners are a specialist investment management firm based in London. They have been managing global asset allocation portfolios for over 20 years. Their pioneering thematic approach to stock selection has enabled them to produce good results for investors over this period. The management team owns 40% of the business.