WS Verbatim Portfolio 5 Income Fund

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There is only one type of share class for this fund.

WS Verbatim Portfolio 5 Income Fund Class B Inc

Category GBP Allocation 40-60% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

132.94p

arrow-down-0.36p (-0.27%)

Fund Code

VEPII

B3P1DM1

GB00B3P1DM13

Prices updated as at 13 May 2025
|
Prices in GBX
Investment objective
The fund aims to use a broadly cautious balanced investment strategy with the aim of achieving income with some potential for capital growth over the medium to longer term.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
Company name
Sarasin & Partners LLP
Fund launch date
26 Feb 2010
Domicile
United Kingdom
UCITS
Yes
Fund manager
Henning Meyer
Manager start date
01 Jan 2021
Fund manager biography
Henning is the fund manager of Sarasin’s Multi-Asset fund range as well as deputy fund manager of Sarasin’s multi asset funds for charities. In addition Henning is a member of the firm’s Investment Policy Committee focusing on tactical asset allocation across a range of asset classes. Henning joined Sarasin & Partners in 2014 as an Investment Manager within the Private Client department, moving to his current role in February 2017.
Fund manager
Mark Van Moorsel
Manager start date
01 Jan 2021
Fund manager biography
"Mark has 11 years of experience as a dedicated credit research analyst and over 17 years of experience working in fixed income asset management. Prior to joining Sarasin in 2013, he worked for M&G Investments and Albany Capital Consulting. Mark has a Bachelor of Management Degree – Double Major – International Management/Finance, from University of Lethbridge, Alberta, Canada. He also holds the Investment Management Certificate (IMC). "
Head office
Sarasin & Partners LLP
Juxon House,100 St Paul’s Churchyard
London
United Kingdom
EC4M 8BU
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