Quick Stats

Bid Price - Offer Price -
Mid Price GBP 1.30 Day Change GBP +0.00 (0.02%)
Price Date 23 Nov 2017 Crown Rating 1
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 61,493,100.00
Launch Date 07/10/2013 Standard Initial Charge (%) 5.00
Currency GBP ISA Eligible No
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BBDRQY07 Min TopUp (£) 500.00

Fund Objective

The investment objective of the Fund is to provide a balance of income and capital growth over the medium to long term and aims to achieve a return over the full investment cycle (not being less than 5 years) of 3.5% in excess of the return that could be expected from long term cash deposits.

Fund Managers

Sam Jeffries
Sam has over 15 years’ investment experience. He joined Sarasin & Partners in 2007 from Baring Asset Management where he spent 6 years managing domestic and international private client portfolios and also headed the fund of funds business. Prior to this he spent 7 years at Brewin Dolphin Securities Ltd managing UK private client portfolios.
Lucy Walker
Lucy joined Sarasin & Partners in 2011 and took on the role of Associate Partner in early 2014. In addition to managing a number of unitised fund of fund products, Lucy sits on the Investment Policy Committee and also performs fund analysis for the firm. Prior to joining Sarasin Lucy had been working in the Multimanager team at HSBC Global Asset Management as a UK Fund Analyst.