Sarasin to launch UK Opportunities fund
Joe McGrath, 21 January 2010
Private client investment house Sarasin & Partners is launching a UK Thematic Opportunities fund that will seek to take advantage of investment opportunities that come about from companies restructuring.
The fund, to be launched on 28 January 2010, will hold somewhere in the region of 40 to 50 stocks, focusing on UK companies that have the potential for future profits as a result of informed corporate recovery decisions.
An initial charge is likely to be set at five per cent and the total expense ratio (TER) will be 1.86 per cent.
The annual charge is anticipated to be in the region of 1.5 per cent annually with a performance fee equating to 15 per cent of any outperformance of the FTSE All Share index.
Rohini Rathour will manage the fund. Sarasin currently has £8.6 billion under management for private clients, charities and institutional investors.
Shai Patel, director and founder of financial adviser Generation Financial Services, said that his first impression of this new fund was positive.
He explained, ‘I like the fact that while being new, Sarasin is very experienced in this area of endeavour and the fund manager is a proven entity with good experiences, contacts and research strengths.
‘The fund is concentrating on a specific area of UK stocks, maybe 40-50, and this isn't overly concerning me. Therefore my initial feelings are that potentially this fund has the ability to do very well.’
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