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Sarasin Fund of Funds - Global Strtgc Grwth A Acc

Ranked 286 out of 390 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The Fund's investment objective is to seek to achieve long term capital growth from a portfolio of diversified assets. Fund aims to achieve its objective by investing in shares and units of other collective investment schemes (including but not limited to exchange traded funds). The underlying funds may invest in transferable securities, fixed interest securities, money market instruments, derivatives and cash and near cash. Generally, 40% of the Funds assets will be in collective investment schemes that predominantly invest in international stocks, although the Fund has the flexibility to invest in such schemes to a greater or lesser degree.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.8%
2017 5.9% 2.7% 0.3% 0.7% 2.1%
2016 10.4% 0.0% 0.9% 6.4% 2.8%
2015 -1.2% 3.9% -1.9% -5.8% 2.8%
2014 6.4% 0.3% 1.8% 1.6% 2.5%
2013 14.5% 9.0% -2.2% 4.0% 3.4%
2012 3.5% 2.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date07/06/2012
  • Share Class size01Mn
  • Base currencyGBX
  • ISIN GB00B6114G73

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

Sarasin appoints head of third party funds

Fund of funds manager Lucy Walker has been appointed to the role, replacing Sam Jeffries who is remaining with the firm.

Sarasin fund of funds manager Oliver Tucker departs for the Church

Sarasin has hired SG Hambros' Alistair Campbell to replace fund of funds manager Oliver Tucker, who has left to study to become a Baptist Church minister.

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