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Sarasin Ie Multi Asset Target Return P Acc (0P0000X9XD)

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18.178 -0.070    -0.40%
17/05 - Closed. Currency in GBP ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 2.56M
Type:  Fund
Market:  United Kingdom
Issuer:  Sarasin Funds Management (Ireland) Ltd.
ISIN:  IE00B89QH580 
Asset Class:  Equity
Sarasin IE GlobalSar - Strategic (GBP) Class P Acc 18.178 -0.070 -0.40%

0P0000X9XD Overview

 
On this page you'll find an in-depth profile of Sarasin Ie Multi Asset Target Return P Acc. Learn about the key management, total assets, investment strategy and contact information of 0P0000X9XD among other information.
Category

GBP Moderate Allocation

Total Assets

2.56M

Expenses

1.03%

Inception Date

Oct 15, 2012

Investment Strategy

The Fund seeks to achieve a return ahead of inflation over the long-term through investment in a range of asset classes. The Fund invests globally in a combination of assets. Predominately these are shares and company or government bonds. Shares held will satisfy Sarasin¡¯s thematic process and generally 15-65% of the Fund's assets will be invested in shares. It is not constrained by geography, sector or style but manages risk through a variety of theme characteristics. The bonds will mainly be priced in British pounds. The Fund will not track an index. Derivatives (financial instruments whose value is linked to the expected future price movements of an underlying asset)may be used only with the aim of reducing risk or costs, or generating additional capital or income.

Contact Information

Address Georges Court
Dublin,
Ireland
Phone -

Top Executives

Name Title Since Until
Megan Brennan - 2020 Now
Biography Megan is a Fund Manager for the Multi Asset Target Return fund franchise and the Sarasin Global Equity Real Return funds. Prior to joining Sarasin, Megan spent 4 years at Coutts & Co working as an Assistant Fund Manager for the Coutts Multi Asset Funds. Megan is a graduate of Trinity College Dublin with a degree in Business, Economics & Social Studies. Megan also holds the Private Client Investment Advice and Management certificate (PCIAM) as well as the Investment Advice Diploma (IAD) and is a CFA Charter holder.
Guy Monson CIO (Chief Investment Officer) 2018 Now
Biography Guy Monson, CIO and Senior Partner of Sarasin & Partners LLP, has over 35 years of investment experience having joined the company in 1984. In 1988, he became manager of Sarasin’s flagship GlobalSar (now Multi Asset) family of balanced investment funds, winning awards for investment performance and risk profile. He has pioneered the use of thematic investment in the management of global equity portfolios and today leads the firm’s global investment and markets strategy for a wide range of charitable, endowment and private clients. Guy writes regularly in the international financial press and appears on Bloomberg and other financial channels. He is also a Trustee of the Invictus Games Foundation, a member of the London School of Economics Ideas Board and a Foundation Fellow of Lady Margaret Hall, Oxford University.
David Palmer - 2014 2018
Biography David has 25 years of investment experience, and joined Sarasin & Partners in November 2000. He is the Investment Manager for the Sarasin IE GlobalSar Income and Dynamic Funds, and a number of portfolios for private clients. Prior to joining the firm, much of his career was spent with the Royal Bank of Canada where he started as an credit analyst before becoming a director of its investment bank subsidiary, which included working in Japan. He also worked with the Birmingham based stockbrokers Albert E Sharp.
Aram Compton - 2012 2017
Biography Aram Compton joined Sarasin & Partners in August 2007. He runs a selection of global multi-asset portfolios for institutional and retail clients, including the GlobalSar range, Sarasin’s flagship multi-asset product. Aram is a member of the firm’s Investment Policy Committee, which forms the firm’s asset allocation views, and he also invests in direct equities and bonds on a bottom up basis. He graduated from the ICMA Centre at Henley Business School with a BSc in International Securities, Investment and Banking and is a Chartered Financial Analyst.
Mark Whitehead - 2012 2014
Biography Mark joined Sanlam in December 2020 to launch and co-manage the Sanlam Sustainable Global Dividend Fund. In 2007, Mark launched one of the first global equity income funds and has experience in managing both open-ended and closed-end products, as well as charity and institutional portfolios, with an increasing focus on sustainability.
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