Factsheet: Sarasin Global Higher Div P Acc
Global Equity Income
Rated Fund 2016-2018. Invests in long-term themes
Sarasin Global Higher Dividend was highly commended in the Global Equity Income Fund category in the 2017 Money Observer awards, having won the title of Best Large Global Equity Income fund in both 2014 and 2015.Despite several manager changes in recent years, it has maintained a good track record. The fund aims to deliver an income that is 50 per cent higher than that of the MSCI World index. It currently yield 3.4 per cent, compared to 2.4 per cent for the index, and pays a quarterly dividend.Guy Monson and his co-manager Guy Davis aim to identify global trends and the companies most likely to benefit from them. Monson, who had previously run the fund between 2007 and 2012 and returned to its management in mid 2016, pioneered Sarasin's thematic investment approach for global equity portfolios.He believes the best way to identify companies with sustainable earnings growth is to start with companies with sustainable sales growth. The managers do this by looking at long-term trends, such as the consequences of ageing or the inevitable consequences of diet change. These trends may be affected at the margin by the economic cycle, but they will not be derailed by it because they represent secular rather than cyclical growth. The managers then employ corporate themes to distinguish the company traits most likely to lead to consistent and improving cash-backed returns. Financial modelling is used to test financial strength. Their rigorous approach to financial durability helps them to uncover winners.
Narrative and ratings content all as of 01 January 2018.See all Money Observer rated funds
|JPMorgan Chase & Co||3.11 %|
|Prudential PLC||3.04 %|
|Total SA||3.02 %|
|Unilever PLC||2.96 %|
|Air Products & Chemicals Inc||2.94 %|
|Taiwan Semiconductor Manufacturing Co Ltd ADR||2.93 %|
|BlackRock Inc||2.93 %|
|Pfizer Inc||2.89 %|
|Royal Dutch Shell PLC B||2.81 %|
|Enel SpA||2.79 %|
|United States||48.85 %|
|United Kingdom||16.93 %|
|Europe - ex Euro||9.21 %|
|Financial Services||26.20 %|
|Real Estate||9.02 %|
|Consumer Cyclical||8.99 %|
|Consumer Defensive||8.71 %|
|Communication Services||5.63 %|
|Basic materials||5.42 %|
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.
Guy is a portfolio manager for the global equity income strategies. Within the global equity team he co manages Sarasin’s Institutional mandates and retail funds. Guy also co-manages a number of large segregated portfolios. Guy joined Sarasin & Partners in January 2011, following a number of years in private client wealth management at Charles Stanley Stockbrokers. Guy is a CFA charterholder.
Data provided by Morningstar.
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