Sarasin Multi Asset Strategic

Select share classes

Sarasin Multi Asset – Strategic Fund Class P Accumulation Shares

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

201.20p

arrow-down-0.20p (-0.10%)

Fund Code

SASTA

B8DPZ13

GB00B8DPZ138

Prices updated as at 13 Dec 2024
|
Prices in GBX

Investment objective
The manager seeks to grow the Fund (through increases in investment value and income) in real terms over a rolling 5-year period after deducting fees and costs. To grow in real terms, the Fund must increase in value after outperforming the rate of inflation. The manager measures inflation using the Consumer Prices Index (CPI). The manager invests between 20 and 60% of the Fund in the shares of companies from around the world. The manager will also invest in bonds, units in funds (including those managed by Sarasin) and cash, and the manager may hold up to 80% of the Fund in these assets when we deem it appropriate in order to manage difficult market conditions.

Annual charges

Product charges
1.05
0.13
No
0.05
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 15 Nov 2024pdf
Key Information Document / Technical Guide 13 Feb 2024pdf
Annual Reports 31 Dec 2023pdf
Annual Short Report 31 Dec 2023pdf
Interim Short Report 30 Jun 2023pdf
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