Sarasin to launch UK Opportunities fund
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.’
Advertisement
Latest news
Currency movements: 2 September 2010 2 September 2010
Eric Viloria, currency strategist at Forex.com, gives today's currency outlook.
- Currency outlook: 1 September 2010 1 September 2010
- Currency outlook: 31 August 2010 31 August 2010
- UK GDP figure revised upwards 27 August 2010
Recommendations
Top Ten Life Funds
| Fund | Offer | 1y | 3y | 5y |
|---|---|---|---|---|
| UBS Life Structured Credit A | 94.15 | 174.5 | n/a | n/a |
| Skandia Finland FIM Russia | 11.29 | 60.6 | -2.7 | 48.5 |
| Skandia Finland Alfred Berg Ryssland | 0.86 | 49.5 | -18.0 | n/a |
| Skandia Finland BlackRock Gold & General | 2.57 | 45.6 | 41.3 | 150.3 |
| Zurich American Property AL G4 | 43.30 | 44.7 | 20.9 | 39.3 |
| Skandia Norway Alfred Berg Ryssland | 0.87 | 41.2 | -16.8 | n/a |
| Aviva Investec Global Gold S4 | 0.00 | 41.0 | n/a | n/a |
| Skandia Finland JPM New European | 2.07 | 40.7 | -13.2 | 44.6 |
| Skandia Finland First State Greater China Growth | 1.35 | 40.0 | n/a | n/a |
| Skandia Finland Neptune Russia & Greater Russia | 1.49 | 39.8 | n/a | n/a |
Alternative investments in depth
Investing in India 6 June 2010
Could India be a better investment than China? Michael Wilson investigates.
- Investing in sport 25 May 2010
- Investing in Israel 22 May 2010
- VIDEO: UK heading for hung parliament 7 May 2010
Guides
Investing in forestry 3 November 2009
Investing in a forest may seem a rather exotic choice for your portfolio,but there are substantial profits to be made. Jenny Lowe reports.
- Invest using CFDs and Spreadbetting 12 October 2009
- Your guide to investing in commodities
4 August 2009 - Top 10 reasons to invest in emerging market equities 7 July 2009
Special Offers
- Annual report service
Free access to annual reports and other information
on selected companies



