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Sarasin Chiswell – Sarasin UK Equity Income Fund

Sarasin Chiswell

Sarasin UK Equity Income Fund

Type: Oeic

Aim: Income and growth by investing in a concentrated portfolio of 25 stocks managed on a thematic basis

Minimum investment: Lump sum £1,000, monthly £100

Investment split: 24% consumer discretionary, 20% financials, 12% industrials, 12% materials, 12% utilities, 8% telecoms, 4% healthcare, 4% consumer staples
Isa link: Yes

Pep transfers: Yes

Charges: Initial up to 5%, annual 1.5%

Commission: Initial 3%, renewal 0.5%

Tel: 020 7038 7002

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