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Sarasin & Partners – Sarasin Equisar UK Thematic Opportunities

Sarasin & Partners – Sarasin EquiSar UK Thematic Opportunities

Type: Oeic

Aim: Growth and income by investing in UK companies using a thematic approach

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

Investment split: 24% corporate restructuring, 22% security of supply, 20% the strong get stronger, 17% intellectual property & excellence, 17% pricing power

Isa link: Yes

Charges: Initial 5%, annual 1.5% A shares, annual 1.35% X shares, performance fee 15%

Commission: Initial 3%, renewal 0.5%

Tel: 020 7038 7002

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