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Sarasin Income & Reserves A Acc GBP

Ranked 23 out of 127 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Objective

The Fund seeks a combined income and capital return over the medium term (3-5 years) of 2% above inflation (CPI) (net of fees) from a broadly diversified portfolio of government ancorporate bonds, equities, 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. The majority of the Sub-fund is invested in government and corporate bonds with a spread of issuers and credit ratings. The Sub-fund also holds equities directly.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.7%
2018 1.5% 0.3% -1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/02/2018
  • Share Class size145Mn
  • Base currencyGBP
  • ISIN GB00BYZJNC29

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).