Quick Stats

Bid Price - Offer Price -
Mid Price GBX 154.60 Day Change GBX +0.30 (0.19%)
Price Date 21 Nov 2017 Crown Rating
Shares Class Inc. Yield 2.55 %
Total Expense Ratio 2.39 Fund Size 19,382,769.00
Launch Date 10/12/2014 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 2.39
ISIN GB00BQ0PZG72 Min TopUp (£) 0.00

Fund Objective

The Fund seeks to achieve long-term growth through investment in a range of asset classes across several management groups.

Fund Managers

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.
Jamie Fletcher
Jamie joined Sarasin & Partners in 2006 and is responsible for the research and selection of third party funds for use within client portfolios and the Sarasin Fund of Funds range. He first worked in the Operations department, before becoming part of a project team developing Sarasin’s portfolio management system, joining the Third Party Funds team in 2014. Jamie is a CFA Charterholder.