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Sarasin IE Global Equity Opportunities (GBP) P Acc
Sarasin IE Global Equity Opportunities (GBP) P Acc
Waystone Management Company (Ireland) Ltd.
Sarasin IE Global Equity Opportunities (GBP) P Acc
Regional Portfolio Structure(Semi-Annual Comparison)
Sectorial Portfolio Structure(Semi-Annual Comparison)
Price
 
Ranking
Sector: Global-Equity-General
Size: (GBP) 155 800 000
 
Sector Rank: 102 out of 145
(lump sum over 3 years to 30 Nov 2024)
 
Overall Rank: 208 out of 485
(lump sum over 3 years to 30 Nov 2024)
 
R20000 invested on 30 Nov 2021 was worth R24 491 at 30 Nov 2024
(6.98% annual compound return)
 
R5000 per month since 30 Nov 2021 was worth R218 076 at 30 Nov 2024
(12.15% annual return compounded monthly)
 
Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.
 
Management
Guy Monson
Guy joined Sarasin in London in 1984. In 1988 he became manager of Sarasin's flagship GlobalSar family of balanced investment funds, winning awards for investment performance and risk profile. He has pioneered the use of Thematic Investment in the management of Global Equity portfolios, resulting in the highly successful launch of the EquiSar family of funds in 1996. In 2007 Guy was made CEO of Sarasin Chiswell and subsequently Managing Partner of Sarasin & Partners LLP. Guy writes regularly in the international financial press and appears on CNBC, Bloomberg and other financial channels.
 
Jeremy Thomas
 
Technical Overview
Base currency: GBP Pricing system: Forward
Formation date: 07 Oct 2019
 
Top holdings on 30 Jun 2024
Share (Sector) Value (GBP) % of fund
AMAZON.COM (Technology) 8 569 000 5.50%
ALPHABETINCA (Cyclical Goods & Services) 7 945 800 5.10%
MSFT.US () 6 855 200 4.40%
METAPLATFORMS (Technology) 6 076 200 3.90%
TSMCLT CO (Technology) 5 764 600 3.70%
ASMLHOLDING (Goods & Services) 5 608 800 3.60%
NVIDIA (Technology) 5 297 200 3.40%
MOODYS (Financial Services) 4 829 800 3.10%
AAPL.US () 4 829 800 3.10%
CMEGROUPINC (Financial Services) 4 674 000 3.00%
TOTALS 60 450 400 38.80%

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