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Sarasin Chiswell – Sarasin GlobalSar IIID

Sarasin Chiswell

Sarasin GlobalSar IIID

Type: Oeic

Aim: Growth and income by investing in a multi-asset portfolio

Minimum investment: Lump sum 1,000, monthly 100

Investment split: 55% equities, 20% bonds, 2.5% cash, 10% third party investment funds including listed hedge funds, 5% real estate, 7.5% derivatives

Isa link: Yes

Pep transfers: Yes

Charges: Initial up to 5%, annual 1%, performance fee 20%

Commission: Initial up to 3%, renewal 0.5%

Tel: 020 7038 7002


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On good form

When might a lifetime transfer be immediately reportable to HMRC Capital Taxes?


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