Sarasin UK Thematic Smaller Companies
Communication regarding Sarasin UK Thematic Smaller Companies
Sarasin Investment Funds Limited (“Sarasin”) continuously reviews its fund range and has been closely monitoring the Fund in recent years.
We are, unfortunately, considering the closure of the Sarasin UK Thematic Smaller Companies Fund.
A portfolio invested mainly in UK listed company shares and designed to provide long-term growth.
About This Fund
The Sarasin UK Thematic Smaller Companies follows our thematic process and seeks to achieve an overall return to shareholders.
With positions predominantly in UK securities, the fund is aimed at long-term investors who seek specific exposure to the UK market.
Core to this fund is our distinctive thematic equity process, an integrated stewardship approach and active long-term investment.
This way, it provides investors with access to Sarasin’s global thematic expertise even if they are subject to UK stocks only.
The fund seeks to provide capital growth to your portfolio, along with an element of income.
How we invest for this fund
We invest in UK-listed company shares which satisfy Sarasin’s thematic process. The portfolio is not constrained by sector or style. The team occasionally uses derivatives to reduce risk or costs, or to generate additional capital or income.
We manage risk through exposure ranges at a thematic, sectoral and stock level.
The fund excludes stocks that are prohibited under international treaties.