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Sarasin UK Thematic Smaller Companies Class P - Income (GBP)

Sell:98.16p Buy:98.16p Change: 0.26p (0.26%)
Prices as at 19 August 2022
Sell:98.16p
Buy:98.16p
Change: 0.26p (0.26%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 19 August 2022
Sell:98.16p
Buy:98.16p
Change: 0.26p (0.26%)
Prices as at 19 August 2022
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Smaller companies in the UK are among the most innovative and exciting around. They can be pioneers of an emerging industry, and adapt quickly to new opportunities. We think their long-term growth prospects are compelling. Some will blossom into the giants of tomorrow. But others will struggle or fail altogether, so they are higher risk. Unlike larger companies such as Tesco or Vodafone, which might have dozens of analysts poring over their accounts, smaller companies tend to be less researched. They might only have one or two analysts covering them which creates opportunities for eagle-eyed fund managers to spot hidden gems. Over the past decade, innovations such as the internet have allowed smaller companies to level the playing field with larger rivals. Even so, they tend to be more sensitive to the UK economy then larger companies so you should expect more ups and downs along the way. We think UK smaller companies could be a great addition to a diversified portfolio able to accept the increased volatility.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

18/08/17 to 18/08/18 18/08/18 to 18/08/19 18/08/19 to 18/08/20 18/08/20 to 18/08/21 18/08/21 to 18/08/22
Annual return 2.54% 1.27% -8.67% 27.52% -30.57%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Colm Harney
Manager start date: 1 December 2020
Manager located in: London

Colm has over 8 years of investment experience. Prior to joining Sarasin & Partners, Colm was a global equities analyst/portfolio manager at the West Midlands Pension Fund. He previously spent over 5 years in investment consulting at Willis Towers Watson and Hymans Robertson.

manager photo
Manager Name: Hugo Wood
Manager start date: 1 December 2020
Manager located in: London

Hugo is co-manager of the Sarasin UK Thematic Smaller Companies Fund and manager of the Sarasin AIM portfolios. His research responsibilities span both the main and AIM markets, with a focus on mid and small sized equities. Hugo joined Sarasin & Partners in 2018 to manage the AIM portfolios, before also assuming responsibility for the UK Thematic Smaller Companies fund that was launched in October 2020. After graduating from the University of Bristol, Hugo spent 4 years at Smith & Williamson working as a discretionary investment manager, as well as making up part of the AIM team.

manager photo
Manager Name: Ben Elwes
Manager start date: 11 July 2017
Manager located in: London

Ben is a portfolio manager responsible for UK equity funds. Prior to joining Sarasin & Partners in 2017, he spent nine years at GIC Private Ltd where he managed European and UK equity funds. Previous roles include a similar position at Henderson Global Investors, where he rose to Director and Head of the Mainstream European team, and a graduate role at Friends Provident. Ben is an Associate of the Society of Investment Professionals and a Member of the CFA Institute.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account