Sarasin Responsible Global Equity Fund (Class I GBP Hedged Inc)Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 17.7 | 15.5 | -19.1 | 9.9 | 10.5 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 14/08/2024 | GBP 2.26 | |
Day Change | 1.30% | |
Morningstar Category™ | Other Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00BLB2M834 | |
Fund Size (Mil) 31/07/2024 | GBP 404.70 | |
Share Class Size (Mil) 14/08/2024 | GBP 20.65 | |
Max Initial Charge | - | |
Ongoing Charge 31/12/2023 | 0.99% |
Investment Objective: Sarasin Responsible Global Equity Fund (Class I GBP Hedged 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 invests at least 80% of the Fund in the shares of large and medium sized companies from around the world. The Manager may also invest in cash or bonds or units in funds (including funds managed by Sarasin). |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Tom Wildgoose 01/05/2024 | ||
Megan Brennan 13/08/2022 | ||
Inception Date 09/10/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Sarasin Responsible Global Equity Fund (Class I GBP Hedged Inc) | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 5.99 |
![]() | ![]() | 5.61 |
![]() | ![]() | 5.23 |
![]() | ![]() | 4.15 |
![]() | ![]() | 3.88 |
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Sarasin Responsible Global Equity Fund (Class I GBP Hedged Inc) |