How to invest in Sarasin funds
Here are the basic steps to investing in Sarasin funds
Open an account
You can invest directly with us and open an account with us. You need to obtain and complete a form, which can be found by:
- Downloading it from the relevant fund that you wish to invest in, or
- If you want to invest in a UK-domiciled fund, contacting [email protected] or +44 (0)333 300 0373
- If you want to invest in an Irish-domiciled fund, contacting [email protected] or + 35 314 345 111
Once you have completed the form, post it to the address on the form.
View all fundswhere do i get confirmation of my investment?
Ensure you send the payment for your intended investment along with your application form, as well as the required anti-money laundering documentation (to be found on the form).
Once payment and documentation have been received, your application will be processed.
Why do I have an email from Northern Trust?
Northern Trust is the administrator for our funds and they – rather than Sarasin & Partners – will send you correspondence on all administrative matters.
Once you have received an email from Northern Trust:
- Follow the link to the Northern Trust secure website to establish a secure link, which will ensure your personal information remain protected
- On the website, create a passphrase to access all emails on this secure website
- Log in, using your passphrase, and select your preferred delivery method in ‘settings’
Northern Trust is available to help with any difficulties or questions on the process.
If your query is about a UK-domiciled fund:
[email protected]
If your query is about an Irish-domiciled fund:
[email protected]
How do I find out how my investments are doing?
You can view the latest share/unit prices by:
- Viewing the daily fund prices on our fund page
- Calling us on +44 (0)333 300 0373 for a UK-domiciled fund or +35 314 345 111 for an Irish-domiciled fund
Note that these are historical prices and not the prices at which you would be able to deal.
We will send you a statement showing your investment valuation every six months as at 30 June and 31 December every year.
You can also access the annual or interim Reports and Accounts for each fund, which has details of performance and commentary from the investment managers.
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