Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

MI-PLAN IP Sarasin EquiSar Feeder A1

Ranked 1489 out of 3355 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Alex Hunter

Alex Hunter has been with Sarasin & Partners since 2007, working primarily with the Equisar global equity franchise and is global equity portfolio manager for the Equisar retail and private client funds. Prior to joining Sarasin in 2007, Alex spent four years at US hedge fund Arnhold and S. Bleichroeder working with global long only and alternative equity strategies based in both New York and London. From 1996 to 2003 Alex worked at Morgan Stanley as a sell-side equity analyst covering the capital goods sector and subsequently the aerospace sector. Whilst at Morgan Stanley, Alex qualified as a Chartered Financial Analyst (CFA, 1999). Alex is a Fellow of the Institute of Chartered Accountants in England and Wales and holds a BA in Economics and Statistics from the University of Exeter.

Guy Monson

CIO of Sarasin & Partners LLP since 1997 and a managing partner of Sarasin & Partners since 2004, Guy Monson has played a major role in developing Bank Sarasin’s London based subsidiary, Sarasin Investment Management Ltd (SIML) since 1988. Monson founded and is a senior fund manager on the EquiSar Global Thematic funds and is also a senior fund manager on the GlobalSar family of balanced funds. He also manages a range of institutional global thematic equity and global balanced mandates in various regulatory jurisdictions. He had previously taken responsibility for strategy and multi asset portfolio management for Firm’s high net worth discretionary clients. Educated at Eton College and Oxford University, Monson counts classical music, economic history and country pursuits among his hobbies.

Objective

The Fund aims to achieve capital growth through investment in an internationally diversified portfolio of equities. In recognition of the limitations of geographically determined asset allocations in today's global economy, the Fund's assets are allocated by global themes which track long term worldwide growth trends that are largely independent of any one region or market. The Fund then invests in companies that fit these themes. The current five themes are: Corporate Restructuring, Intellectual Property & Excellence, Pricing Power, Global Convergence and Security of Supply.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8% 0.6% 3.4%
2017 22.9% 6.7% 4.7% 5.6% 4.3%
2016 -0.7% -6.2% -1.3% 5.3% 1.8%
2015 -2.6% 1.6% -0.3% -10.6% 7.6%
2014 1.8% -0.1% 3.6% -1.6% 0.0%
2013 18.4% 6.9% 2.0% 2.6% 5.8%
2012 13.4% 9.7% -5.9% 6.8% 2.8%
2011 -12.8% 1.9% -2.3% -15.1% 3.2%
2010 12.4% 2.0% -12.3% 13.4% 10.9%
2009 23.4% -7.5% 13.6% 11.4% 5.4%
2008 -21.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date01/02/2006
  • Share Class size112Mn
  • Base currencyZAR
  • ISIN ZAE000119582

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment500

Charges

  • Annual management1.25%
  • Initial investment1.25%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).