Sarasin Fund of Funds - Global Dvrsified Gr I Acc

Ranked 197 out of 399 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Lucy Walker

Objective

The Fund's investment objective is to seek to achieve long term capital growth from a portfolio of diversified assets. The Fund aims to achieve its objective by investing in shares and units of other collective investment schemes including exchange trade funds. The underlying funds may invest in transferable securities, fixed interest securities, money market instruments, immovable property, derivatives and cash and near cash. Generally, 60% of the Funds assets will be in collective investment schemes that predominantly invest in international stocks.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.9%
2018 48.4% 56.5% 2.4% 1.6% -8.9%
2017 0.0% 0.0% 0.0% 0.0% 0.0%
2016 0.0% 0.0% 0.0% 0.0% 0.0%
2015 0.0% 0.0% 0.0% 0.0% 0.0%
2014 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/09/2014
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB00BQ0PZN40

Purchase Info

  • Min. initial investment1Mn

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).