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Going global

SARASIN CHISWELLSarasin CI Global Property PortfolioType: Unit trustAim: Growth by investing globally in real estate investment trusts, closed-ended property funds and listed property companiesMinimum investment: Lump sum £2,500, monthly £100Investment split: 36% US, 20% Europe (ex UK), 13% Australia, 12% Japan, 9% UK, 5% Canada, 5% Hong Kong/SingaporePlace of registration: GuernseyCharges: Initial 5%, annual 1.5%Commission: Initial 3%, renewal 0.5%Tel: 020 7038 7005The Sarasin CI global property fund invests predominantly in real estate investment trusts in countries such as the US and Australia but can also invest in closed-ended property funds and listed property companies.

Positive Solutions IFA John Hill thinks this fund stands ahead of the rest at the moment. He says: “This fund is good for further balance of a portfolio with a long-term view to rebalance some of the existing equities. The liquidity is a useful feature but is it needed when looking at things in the long term? However, it would be handy if you need to move funds quickly. “Hill says the literature is quite good for a global fund and likes the fund for providing diversification across regions of the world and away from the UK centric funds.

Looking at the possible drawbacks, Hill says: “One drawback is the fact that one of the advantages – the tax situation – is relying on governments not to change the rules. The more success, the more the temptation for governments to want a slice.” He also points out that for a client taking income, the charges could erode capital but due to the liquidity, they could get out of it easily.

Hill concludes: “This is a worthwhile diversification to add to most portfolios and I do not see a strong competitor.”

BROKER RATINGSSuitability to market: GoodInvestment strategy: GoodCharges: AverageAdviser remuneration: AverageOverall 7/10


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