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.

Key Benefits

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.