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Sarasin global fund follows five themes

Sarasin Investment Management is setting up a global thematic fund which excludes UK investments.

The Sarasin EquiSar ex UK Fund, which Sarasin claims to be the first of its kind will be launched in midto late March. Like the rest of Sarasin&#39s products, it will be principally marketed through IFAs.

It will be run along the same principles as the Sarasin EquiSar GB Fund, and will invest in the five global themes it believes are driving the world economy – corporate restructuring, global technology, energy, the emerging consumer such as those in the Third World and the electronic economy.

Sarasin was one of the first groups to promote a thematic rather than a sector or geographical approach and is starting the fund in response to demand from institutional investors.

The thematic and geographical allocation of the fund will be published monthly on the internet.

Sarasin expects the major part of demand to come from institutional investors, but anticipates some interest from private investors wanting to keep their UK and overseas investments clearly delineated.

Sarasin anticipates that the fund will have an annual fee of 1.5 per cent, a minimum lump sum investment of £250 and minimum regular investment of £100 a month.

Head of marketing Ivo Ford says: “Institutional investors came to us and said they wanted the benefits of global thematic investment but in segregated portfolios, with the UK excluded.”


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