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Sarasin looks beyond the UK

Thematic investment specialist Sarasin Investment Management has introduced the Sarasin EquiSar Ex-UK global thematic fund.

An open-ended investment company (Oeic), the fund is one of a range of Sarasin EquiSar funds which include the Sarasin EquiSar GB fund, which invests in the UK, Equisar global thematic fund, which invests globally and the EquiSar Luxemburg fund, which invests in Europe. The Equisar range has been introduced over the past few months.

Sarasin is aiming the fund at experienced investors with mainly UK portfolios but who are now looking for overseas exposure as well as a fund that removes the risk of investing in the same area twice.

The fund will follow four methods of picking companies to invest in. It will focus on companies that are involved in corporate restructuring, energy, e-commerce and which also have good financial strength. Some of the companies that the fund will invest in will include Glaxo SmithKline, Pfizer and Astropower.

Fund manager Michael Jennings joined Sarasin in 1991 and has worked with the other EquiSar funds as a research specialist.

According to Standard & Poor’s the Sarasin EquiSar global thematic fund is ranked 37 out of 128 funds, based on £1,000 invested on a bid-to-bid basis with gross income reinvested over three years to May 28, 2001.

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Sarasin – Sarasin Equisar Ex-UK Global Thematic Fund

Friday, 25 May 2001.Type: Oeic.Aim: Growth by investing in blue chip equities globally excluding the UK.Minimum investment: Lump sum £250 monthly £100, Isa lump sum £1,000 monthly £250.Investment split: 100 per cent investing in blue chip equities globally excluding the UK.Isa link: Yes.Pep transfers: Yes.Charges: Initial 5 per cent, annual 1.5 per cent.Commission: Initial 3 […]

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