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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


Closed run thing

By the time you read this, I will have attended my first Association of Investment Companies roadshow of 2007. Or at least, I hope I will have done. Writing this, I am only too aware that our weather forecasters are expecting the arrival of winter this week.

Policy fraudster gets away with £160,000

Norwich Union has been accused of not doing enough to prevent fraud after one of its policyholders had his endowment policy cashed in by a fraudster.Policyholder David Bland says the insurance company has acted in a “reckless, negligent and incompetent manner” after he had his 15-year-old endowment policy cashed in by a fraudster for around […]

Aegon ScotEq appointed to Tenet panel

Aegon Scottish Equitable has been appointed to the Tenet Group Elite panel for individual protection from today. Tenet appointed representatives and clients will now be able to quote and apply for Scottish Equitable’s range of individual protection plans through the Exchange.Aegon Scottish Equitable’s head of sales for individual protection Mark Meads says: We are delighted […]


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