Sarasin Global Equity Real Return I Acc (0P000099X5.L)
MCE - MCE Delayed price. Currency in GBp (0.01 GBP)
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Sarasin Global Equity Real Return I Acc
London
100 St. Paul’s Churchyard
Juxon House
+44 20 72363366
Management information
,Lead manager since 1 June 2024
Assisting with a variety of projects within Multi-Asset Funds and Third Party Funds. Responsible for monthly data reporting.
Tom has 4 years of investment experience.
Prior to joining Sarasin & Partners Tom worked at Vanguard Asset Management in the Investment Strategy Group for 1 year as part of his degree course.
Following graduation, he has worked for Engelhart Commodity Trading Partners as a risk analyst and at Oxford University Press as a commercial finance analyst.
Graduated from University of Bath with a BSc in Economics.
Investment Management Certificate (IMC).
CFA® level 1 & CFA® level 2.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familySarasin Investment Funds Ltd
Net assets112.57M
YTD return8.33%
Yield1.72%
Morningstar rating★★★
Inception date15 Oct 2012
Fund operations
Last dividend0.04
Last cap gainN/A
Holdings turnover126.40%
Average for categoryN/A
Fees and expenses
Expense0P000099X5.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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