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Sarasin combines three in one with new Isa

Sarasin has brought in the three-in-one global thematic individual savings account (Isa).

The Isa allows investors to access three Sarasin open-ended investment companies (Oeics), the Sarasin EquiSar fund, the Sarasin Globalsar balanced fund and the Sarasin Webs@r fund.

Sarasin EquiSar invests in global blue chip companies such as BP Amoco and Vodaphone, Sarasin Globalsar balanced invests in companies involved in the principal stock, bond and currency markets, such as Shell, WH Smith, TotalFina and Glaxo Smithkline. Finally, the Sarasin Webs@r fund invests in companies that use the Internet to do business or which deal in Internet technology, such as Reuters, Sony, Nomura and Yahoo!

Global thematic funds have the advantage of not being restricted to one geographical area, and are therefore able to spread the risk over a larger area than usual. Other funds tend to have a narrower geographical basis and are therefore more vulnerable to local economic instability.

According to Standard & Poor’s the Sarasin Equisar fund is ranked 118 out of 158 funds, the Sarasin Globalsar fund is ranked 11 out of 17 funds and the Sarasin WebS@r fund is ranked 29 out of 56 funds, based on £1,000 invested on a bid-to-bid basis with gross income reinvested over six months to February 19, 2001.


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