TM Sanditon UK A Inc

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 94.46 Day Change GBX +0.96 (1.03%)
Price Date 5 Dec 2016 Crown Rating
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.87 Fund Size 110,527,800.00
Launch Date 23/06/2015 Standard Initial Charge (%) 3.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 20,000.00 Total Expense Ratio (%) 0.87
ISIN GB00BXRTNZ62 Min TopUp (£) 0.00

Fund Objective

The objective of the Fund is to achieve capital growth. The Fund will seek to achieve returns that are 2% p.a. in excess of the FTSE All-Share Index over a rolling three year period, though there is no guarantee that it will do so.

Fund Managers

Julie Dean
Julie Dean was head of the Business Cycle team at Schroders from July 2013 to September 2014. This followed the acquisition by Schroders of Cazenove Capital Management, where Julie had managed the Cazenove UK Opportunities Fund since 2002 and Cazenove UK Equity (Offshore) Fund since 2009. Julie joined Cazenove from HSBC in 2002, where she had managed the HSBC UK Growth Fund and HSBC British Fund from 1998. Prior to HSBC, she was a UK Equity fund manager at GT Asset Management from 1992. Julie graduated from St Anne’s College, Oxford University with a BA (Hons) in Modern History. The Cazenove UK Opportunities Fund managed by Julie was the winner of the Investment Adviser UK Equity Fund of the Year in 2012 and was shortlisted for Investment Week as UK Equity Fund of the Year in 2013, 2012 and 2011.