Quick Stats

Bid Price - Offer Price -
Mid Price GBX 167.80 Day Change GBX -0.10 (-0.06%)
Price Date 15 Jan 2018 Crown Rating
Shares Class Inc. Yield 1.82 %
Total Expense Ratio 2.05 Fund Size 5,894,835.00
Launch Date 10/12/2014 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 2.05
ISIN GB00BQ0PZD42 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 where he began his career in the Operations department before becoming part of a project team developing Sarasin's portfolio management system. Jamie joined the Third Party Funds team in 2014