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Saracen Growth Alpha

Ranked 14 out of 265 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Jim Fisher

With more than a quarter of a century of managing money and analysing investment opportunities behind him, Jim Fisher is one of the industry’s more experienced figures. Born and educated in Glasgow, he has spent most of his working life there. Starting at Scottish Amicable, he then established, developed and sold SFM before forming Saracen in 1997. He now runs the Saracen Growth Alpha fund where he seeks both value and growth at a reasonable price. He has a busy life outside fund management – he is non-executive chairman of a biotech company and enjoys travel, seven-a-side football, running and reading.

Craig Yeaman

Craig Yeaman is investment director at Saracen Fund Managers in Edinburgh. Prior to joining Saracen in 2008, he worked as an investment manager at Aberdeen Asset Management. He is a member of the Chartered Institute of Bankers in Scotland and also holds membership of the Securities Institute. Craig studied economics and marketing at Strathclyde University, and outside of fund management, he enjoys soccer and golf.

Objective

The investment objective of SGF is to achieve a long term total return on the invested assets at a higher rate than the total return on the FTSE All Share Index. To meet this objective, the ACD will carefully select and invest in a diversified portfolio of primarily United Kingdom equity securities which provide the potential for long term growth. SGF may also invest in overseas securities. and may also invest in cash and near cash, deposits and collective investment schemes. In most cases this is likely to occur only where the ACD considers that equity share prices have become overvalued.

Performance

UK (All Companies) over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 2.3% 5.7% -4.6% 1.5%
2013 34.1% 9.1% -0.3% 10.8% 11.2%
2012 16.9% 11.4% -5.5% 7.1% 3.7%
2011 -8.9% 1.6% 1.1% -16.3% 5.9%
2010 17.2% 2.8% -10.8% 12.9% 13.2%
2009 33.1% -11.1% 16.8% 23.9% 3.5%
2008 -44.6% -11.8% 5.6% -23.7% -22.0%
2007 1.1% 3.3% 3.8% -3.9% -1.9%
2006 30.7% 14.4% -1.3% 6.4% 8.9%
2005 22.5% 5.9% 0.8% 12.3% 2.2%
2004 36.0% 7.4% 10.4% 3.8% 10.5%
2003 35.3% -9.7% 21.1% 10.4% 12.1%
2002 -22.2% 2.8% -5.2% -19.7% -0.6%
2001 -0.8% -1.7% 10.8% -16.1% 8.7%
2000 29.9% 10.1% 7.5% 10.9% -1.0%
1999 32.0% 4.5% 3.2% 22.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2012

Top 10 Holdings

Stock Size
Legal & General Group PLC ORD 6.31
Invensys PLC ORD 5.54
Elementis PLC ORD 4.91
GKN PLC ORD 4.47
IMI PLC ORD 3.82
BP PLC ORD 3.78
Zytronic PLC ORD 3.68
Weir Group PLC ORD 3.19
Anglo Pacific Group PLC ORD 3.10
Howden Joinery Group PLC ORD 3.07
31/12/2012

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/03/1999
  • Share Class size06Mn
  • Base currencyGBP
  • ISIN GB0005711089

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment0

Charges

  • Annual management1.5%
  • Initial investment5

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