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Sarasin Global Higher Dividend A GBP Acc

Ranked 49 out of 95 in - Global Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Guy Davis

Guy Monson

CIO of Sarasin & Partners LLP since 1997 and a managing partner of Sarasin & Partners since 2004, Guy Monson has played a major role in developing Bank Sarasin’s London based subsidiary, Sarasin Investment Management Ltd (SIML) since 1988. Monson founded and is a senior fund manager on the EquiSar Global Thematic funds and is also a senior fund manager on the GlobalSar family of balanced funds. He also manages a range of institutional global thematic equity and global balanced mandates in various regulatory jurisdictions. He had previously taken responsibility for strategy and multi asset portfolio management for Firm’s high net worth discretionary clients. Educated at Eton College and Oxford University, Monson counts classical music, economic history and country pursuits among his hobbies.

Objective

The Fund seeks to achieve long-term capital growth whilst also generating an income yield of at least 50% higher than the MSCI World Index (Net). In order to achieve the investment objective, it is intended that the Fund will invest predominantly in global equities which satisfy one or more investment themes identified by the ACD that are expected to be key drivers of corporate profitability, investment performance and yield.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 9.2% 4.2% 0.9% 0.0% 3.9%
2016 25.2% 3.7% 7.8% 5.9% 5.7%
2015 6.0% 10.4% -7.3% -4.2% 8.1%
2014 11.7% 1.1% 2.4% 2.3% 5.4%
2013 17.6% 13.3% -0.2% -0.1% 4.1%
2012 10.9% 5.6% -0.7% 3.7% 1.9%
2011 -6.3% -0.2% 0.5% -12.1% 6.3%
2010 15.4% 7.2% -10.1% 8.9% 9.9%
2009 16.1% -9.9% 3.7% 18.4% 4.9%
2008 -13.9% -7.5% -2.1% -4.4% -0.7%
2007 8.0% 2.7% 3.9% -0.8% 2.0%
2006 3.3% 5.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Guernsey
  2. Ireland
  3. Jersey
  4. United Kingdom

Fund Info

  • Launch date16/05/2006
  • Share Class size08Mn
  • Base currencyGBP
  • ISIN GB00B13GWH22

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.50%
  • Initial investment0

Related News

The stocks to leave out of your income fund

Sarasin's Guy Davis talks about the names that do not make the grade

Barings hires ex-Sarasin & Partners equity income head

Darryl Lucas will build a global equity income proposition for Barings.

Global equity income manager exits Sarasin

Head of global equities Harry Talbot-Rice has also relinquished some of his duties as he streamlines his role.

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