Sarasin Responsible Global Equity P Hedged Inc GBP
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.97 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.97 |
Cumulative Performance
Discrete Performance
| Fund Size | 256,079,656.00 | Launch Date | 01/06/2011 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.75 |
| Sector | IMA UK Equity Income | Min Investment (£) | 0.00 | Total Expense Ratio (%) | 0.97 |
| ISIN | GB00BLB2NG89 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 0.9700 (on 30/06/2020) |
The Fund seeks to provide growth (through increases in investment value and income) over a rolling five-year period through investment in the shares of companies from across the world, favouring organisations that fulfil an environmentally or socially beneficial role and that employ high standards of governance.
Jeremy Thomas
Jerry has over 20 years’ investment experience. He joined Sarasin & Partners in 2016 from Allianz Global Investors where he spent 12 years as a UK, European and Global Equity fund manager. He co-managed the Brunner Investment Trust from 2010-2016. Prior to this he spent three years at Isis Asset Management (now BMO Global), five years at Schroders, and five years as a British Army Officer.
Giles Money
Giles joined Sarasin & Partners in 2018. Prior to joining Sarasin & Partners, Giles was the lead fund manager of climate change and thematic/sector funds at Schroders, as well as holding responsibilities as an analyst within the global sector specialist team. Giles has also been a portfolio manager at F&C asset management (BMO) as a global fund manager for their flagship ESG and thematic product.
Alex Bibani
Alex joined Sarasin & Partners in 2015 from IFM Investors in Sydney, where he spent 3.5 years as a small cap equity analyst. Prior to this he spent 5 years at London-based Ratio Asset Management LLP as a European small and mid-cap analyst. Alex graduated from Bournemouth University with a BA (Hons) in International Business Administration, and holds the IMC and IAQ.
| Name | Weight |
|---|---|
| Europe ex UK | 18.00% |
| Global Emerging Markets | 4.00% |
| Japan | 5.00% |
| North America | 55.00% |
| Pacific ex-Japan | 5.00% |
| UK | 11.00% |
| Name | Weight |
|---|---|
| Communications | 4.00% |
| Consumer Discretionary | 18.00% |
| Consumer Staples | 4.00% |
| Financials | 19.00% |
| Health Care | 10.00% |
| Industrials | 14.00% |
| Information Technology | 15.00% |
| Materials | 6.00% |
| Real Estate | 2.00% |
| Utilities | 4.00% |
| Name | Weight |
|---|---|
| ARAMARK | 3.00% |
| ASML HOLDING NV | 3.00% |
| AIR LIQUIDE(L`) | 2.00% |
| ALSTOM | 2.00% |
| DEERE & CO | 2.00% |
| ESSILORLUXOTTICA | 2.00% |
| HENRY JACK & ASSOCIATES INC | 2.00% |
| MASTERCARD INC | 2.00% |
| MEDTRONIC INC | 2.00% |
| SMITH(DS) PLC | 2.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.