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Saracen Global Income and Growth Acc

Ranked 30 out of 45 in - Global Equity Income over 12 months
All calculations are in GBP

Managed by

Graham Campbell

Graham Campbell is an analyst and chief executive at Saracen Fund Managers. He joined the firm in 2011 and he runs large cap equity portfolios using a fundamental investment style. Prior to this he was investment director at Edinburgh Partners having joined from SWIP in 2003. Campbell studied at Caledonian University and Edinburgh University and has a BA in business studies and an MBA. He is also a member of the CFA Society UK. Campbell is based in Edinburgh and away from work his interests include golf, rugby, judo and skiing.

David Keir

As head of research and co-manager of the Saracen Global Income and Growth Fund at Saracen Fund Managers, Kirkcaldy-born David Keir has been with Saracen Fund Managers since 2013 having joined from Edinburgh Fund Managers where he was an investment manager in UK equities. David manages global equity income portfolios using a long-term approach. In addition, he manages the Abbey (Target) Equity-Life fund for Abbey Life Assurance Company. He has over 15 years of experience in the financial industry and is a Chartered Accountant and CFA Charterholder. David graduated from the University of Edinburgh with a degree in business studies and accounts (BCom Honours). Away from the office he enjoys golf, rugby and football.

Objective

The investment objective of the fund is to provide a long-term total return, through investing in a portfolio of global equity securities. To meet this objective, the ACD will carefully select and invest in a diversified portfolio of primarily overseas securities which provide the potential for income and long - term growth. These securities will be chosen from certain overseas markets, including the United Kingdom and may comprise equity and fixed interest securities, or otherwise as permitted by the FSA Rules.

Performance

Global Equity Income over : 31/01/2014 - 31/01/2015

Total Return

Quarterly Performance

to 01/01/2015 Annual Q1 Q2 Q3 Q4
2014 3.1% 0.9% 1.8% -1.3% 1.7%
2013 25.3% 14.7% 1.1% 3.2% 4.6%
2012 13.5% 5.4% -1.8% 5.2% 4.3%
2011 -9.3% 7.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date07/06/2011
  • Share Class size18Mn
  • Base currencyGBP
  • ISIN GB00B5B35X02

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment0

Charges

  • Annual management1.5%
  • Initial investment5

Related News

Saracen launches income fund for veteran manager Scott McKenzie

Saracen is launching an equity income fund for Scott McKenzie.

Ex-Brewin boss Jamie Matheson joins Saracen Fund Managers

Matheson has been named chair at the Edinburgh-based fund firm.

Former AA-rated Scott McKenzie joins Saracen after 5-year absence

Scott McKenzie has returned to fund management after quitting Martin Currie in 2009 to set up his own business.  

AA-rated Graham Campbell: the stockmarket in 1984

The Saracen fund manager stumbled across an old copy of the Financial Times and realised how significantly the UK stockmarket has changed over the years.

City’s Calder on the case for European small caps

James Calder, head of research at City Asset Management, has sold his broad global equity and US exposure to buy small caps in Europe.

Performance drag: why Saracen has stubbed its last tobacco stock

Saracen investment director and joint manager of the boutique's Global Income and Growth fund Daniel Leaf highlights four reasons why the firm has turned its back on a sector traditionally seen as an income staple.

Saracen Fund Managers hires Swip's Keir as research head

David Keir will provide ideas for the boutique's investment team headed by chief executive Graham Campbell.   

Graham Campbell: why 2013 will be healthy for equities (but not bonds)

The Saracen Global Income & Growth fund manager explains why he believes bonds appear a much bigger risk than a diversified portfolio of high quality equities.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).