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Sarasin Global Higher Dividend (Sterling Hedged) Fund (Class Z Inc) (0P0001HH95.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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Sarasin Global Higher Dividend (Sterling Hedged) Fund (Class Z Inc)

Juxon House

100 St. Paul’s Churchyard

London

Management information
Guy Monson,Lead manager since 14 May 2016
Guy is portfolio manager focusing on global equities. He co-manages Sarasin’s global equity income strategies for institutional and retail clients. Guy has over 30 years of investment experience and joined the company in 1984. In 1988 he became manager of Sarasin's flagship GlobalSar family of balanced investment funds, winning awards for investment performance and risk profile. Guy has pioneered the use of thematic investment in the management of global equity portfolios and today manages the Sarasin Global Opportunities fund as well as leading the firm’s investment strategy. Guy writes regularly in the international financial press and appears on Bloomberg and other financial channels. Among other responsibilities he is a Trustee of the Invictus Games Foundation, and Chatsworth House, and is a member of the London School of Economics Ideas Board.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategorySector Equity Other
Fund familySarasin Investment Funds Ltd
Net assets30.5M
YTD return-2.78%
Yield3.73%
Morningstar ratingN/A1
Inception date1 Jul 2019

Fund operations

Last dividend0.01
Last cap gain0.00
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

Expense0P0001HH95.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load0.00%N/A
Max deferred sales load0.00%N/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A