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Sarasin Chiswell – Sarasin Real Estate Equity IIID Fund

Sarasin Chiswell

Sarasin Real Estate Equity IIID Fund

Type: Oeic

Aim: Growth and income by investing globally in Reits and other property companies

Minimum investment: Lump sum £1,000

Investment split: 30.5% Asia Pacific ex Japan, 29.7% US, 20.1% UK, 10.3% Europe ex UK, 9.4% Japan

Isa link: Yes

Pep transfers: Yes

Charges: Initial up to 5%, annual 1.25%, performance fee 20%

Commission: Initial 3%, renewal 0.5%

Tel: 020 7038 7002

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