Sarasin Tomorrow's World Multi Asset L GBP IncRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | -11.0 | 5.0 | 4.9 | |
+/-Cat | - | - | -0.9 | -3.4 | -1.1 | |
+/-B’mrk | - | - | -3.7 | -5.7 | -2.2 | |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 25/07/2024 | GBP 1.01 | |
Day Change | -1.28% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | Mixed Investment 40-85% Shares | |
ISIN | GB00BLBPY538 | |
Fund Size (Mil) 28/06/2024 | GBP 38.47 | |
Share Class Size (Mil) 25/07/2024 | GBP 3.00 | |
Max Initial Charge | - | |
Ongoing Charge 31/12/2023 | 0.78% |
Investment Objective: Sarasin Tomorrow's World Multi Asset L GBP Inc |
The Manager seeks to grow the Fund (through increases in investment value and income) over a rolling 5 year period after deducting fees and costs. The Manager will invest 40% to 85% of the Fund in the shares of companies from around the world, although this allocation will most typically be around 65%. The Manager will also typically invest approximately 25% of the Fund in bonds issued by companies, institutions and governments, with the remaining 10% invested in alternatives (including, but not limited to infrastructure, commodities, and private equity/venture capital) and cash. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Henning Meyer 18/03/2021 | ||
Megan Brennan 18/03/2021 | ||
Click here to see others | ||
Inception Date 18/03/2021 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Mixed Invest 40 - 85% Shares | Morningstar UK Mod Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Sarasin Tomorrow's World Multi Asset L GBP Inc | 30/06/2024 |
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