Sarasin Global Dividend Fund (Class I Inc) header image

Sarasin Global Dividend Fund (Class I Inc)

Fund

ISIN GB00BGDF8B06 / Valor null

NAV (2024-12-20)
GBP 2.23+0.45%

Sarasin Global Dividend Fund (Class I Inc)
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General Objective

The fund aims to grow over a rolling 5-year period after fees and costs and provide 15% more income than the MSCI All Countries World Index (Net).

Fund Exposure

The fund invests at least 80% in global company shares, with the flexibility to invest in bonds, other funds, and cash. It is actively managed, selecting companies globally based on long-term growth themes, revenue potential, and attractive income levels.

Risks

The fund is ranked at 5 on the Risk and Reward Indicator due to historical volatility. Risks include counterparty and settlement risk, derivatives risk, and emerging market equities risk. Charges deducted from capital may impact growth potential.

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Source

https://sarasinandpartners.com/fund/sarasin-global-dividend/

Tags:
thematic investing global equities msci all countries world index

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