Sarasin Global Higher Dividend Fund (Class P Acc)

Name
Sarasin Global Higher Dividend Fund (Class P Acc)
Manager
Sarasin Investment Funds Ltd
Type
Open Ended Investment Company
ISIN
GB00B84ZSV39
Sector
Global Equity Income
Launched
15/10/2012
OCF
0.98 %
Risk Rating
3
3 Year Sharpe
0.42
3 Year Alpha
0.81
Yield
2.5 %
Benchmark
MSCI World NR GBP
The Fund seeks to grow the value of the Fund over a rolling 5 year period after deducting fees and costs and provide 50% more income than the MSCI World Index (net). We invest at least 80% of the Fund in the shares of companies from around the world. We also invest in derivatives and use them to increase performance and generate income. Derivatives are financial contracts whose value is linked to the price of another asset (e.g. indices, rates, share prices, currencies). We can also invest in bonds, other funds (including those managed by Sarasin) and cash.
Holding %
Taiwan Semiconductor Manufacturing Co Ltd ADR 3.83 %
Enel SpA 3.70 %
Texas Instruments Inc 3.42 %
Crown Castle International Corp 3.39 %
Amgen Inc 3.31 %
United Parcel Service Inc Class B 3.24 %
Unilever PLC 3.21 %
Broadcom Inc 3.16 %
CME Group Inc Class A 3.15 %
Givaudan SA 3.09 %
Region %
United States 43.47 %
United Kingdom 20.16 %
Europe - ex Euro 11.97 %
Eurozone 6.62 %
Sector %
Financial Services 25.49 %
Healthcare 14.86 %
Technology 10.79 %
Consumer Defensive 10.29 %
Real Estate 9.92 %
Consumer Cyclical 7.46 %
Utilities 5.89 %
Industrials 5.83 %
Name
Sarasin Investment Funds Ltd
Address
EC4M 8BU, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Neil Denman
Joined 07/01/2018

Neil joined Polar Capital in October 2010 as a fund manager. Prior to joining Polar Capital, Neil spent 2 years at AXA Framlington, where he was a portfolio manager within the Emerging Markets team. Previously he worked at Hexam Capital Partners from 2006 until 2008 as co-manager of the Global Resources Absolute Return Fund. Between 2004 and 2006 he was UK Investment Analyst at Baring Asset Management. Neil began his career as a graduate trainee at Framlington, between 2001 and 2004, having graduated from Leeds University with a degree in Environmental Biogeoscience.

Guy Monson
Joined 05/14/2016

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.

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