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Sarasin UK Equity I Acc

Ranked 59 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Benjamin Elwes

Objective

UK Equity seeks to achieve a total return to shareholders over the long term through investment predominantly in a portfolio of UK transferable securities that are expected to be key drivers of corporate profitability, investment performance and yield. The ACD will identify core themes that it considers offer attractive long term investment opportunities to shareholders and the Fund will be invested in accordance with these themes. The themes will be kept under review by the ACD and will change from time to time.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.8%
2018 -11.3% -8.0% 7.3% -0.7% -9.5%
2017 12.8% 4.3% 3.3% 1.0% 3.6%
2016 6.5% -3.5% -0.5% 7.6% 3.0%
2015 1.3% 5.8% -1.4% -7.3% 4.8%
2014 -5.6% -3.4% 0.1% -1.5% -0.9%
2013 24.2% 8.8% -2.0% 7.8% 8.1%
2012 15.1% 8.4% -4.2% 6.9% 3.6%
2011 -9.1% 0.7% -0.2% -14.0% 5.2%
2010 -9.2% 14.3% 8.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/01/2010
  • Share Class size09Mn
  • Base currencyGBX
  • ISIN GB00B58G7814

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.85%
  • Initial investment0.85%

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