Sarasin Fund for Charities - Themat

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 141.50 Day Change GBX -0.10 (0.00%)
Price Date 21 Feb 2017 Crown Rating 1
Shares Class Inc. Yield 3.28 %
Total Expense Ratio 0.94 Fund Size 51,123,727.00
Launch Date 01/12/2010 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.94
ISIN GB00B4YL2B16 Min TopUp (£) 0.00

Fund Objective

The investment objective of the Fund seeks to achieve a total return to shareholders by targeting a consistently attractive level of income at a comparable level to the FTSE All Share Index and in addition seeking long-term capital appreciation through investment in a diversified portfolio of UK transferable securities.

Fund Managers

Jennifer Ramsey
Jennifer started her career in the investment industry in 1998. She has been with Sarasin since October 2007 where she is the fund manager for UK Thematic Equity funds and segregated mandates. Prior to joining Sarasin she was with TRW Investment Management, an in-house pension fund, for 6 years. At TRW she worked as a fund manager and research analyst covering Pan European Equities. Previous experience includes US Equity analysis as a Private Client Portfolio Manager at JP Morgan Investment Management in New York. She had 7 years’ experience as an Earthquake Engineer for Ove Arup & Partners and is a Chartered Civil Engineer. Jennifer is a Trustee of the Cyclopark Trust, Kent.