Sarasin Climate Active Endowment A Acc GBP

Ranked 44 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Philip Collins

Philip Collins is a portfolio manager at Sarasin & Partners, where he has worked since 2013. Collins began his career at private bank Leopold Joseph in 1985 before moving to investment specialist Capital House in 1990 and then Newton Investment Management in 1994. As investment director of the Private Investment Management division of Newton, Collins had overall responsibility for the investment process within the department. He managed a number of multi-asset portfolios, including the Newton Phoenix Multi-Asset fund and the Newton Offshore Strategy fund. He has more than 20 years of experience in managing money and is a member of the Securities Institute.

Objective

The Fund seeks a combined income and capital return over the long term (5 years plus) of 4.5% above inflation (CPI) (net of fees) from a broadly diversified portfolio of equities (between 60-100 holdings), bonds, property, alternative assets and cash. The objective is not guaranteed over the stated period or any other period and there is a risk of loss of capital.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.0%
2018 4.4% 3.1% -7.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/02/2018
  • Share Class size186Mn
  • Base currencyGBP
  • ISIN GB00BFX4MP26

Purchase Info

  • Min. initial investment1,000

Charges

  • Annual management0.75%
  • Initial investment0.00%

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