Sarasin in bond offensive

Professional Adviser
clock

unit trust will have a 70% fixed interest weighting with 20% in equities and 10% in cash

Sarasin has launched a fund seeking both income and capital growth, through holding a combination of bonds, equities and cash. Sarasin CI Income portfolio is to be structured as a Guernsey-based unit trust and if there is sufficient demand it will be launched as a UK unit trust later in the year. The portfolio contains mostly investment grade bonds but also a percentage of equities. The lead manager is Daniel Briggs, who currently manages the group's balanced managed portfolios. He is assisted on the fixed income side by John Godley, a bond fund manager at Sarasin. The aim is to ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on uncategorised

Building Society-owned Newcastle Financial Advisers acquires Openwork firm

First of a number of acquisitions

Hannah Godfrey
clock 09 December 2019 • 1 min read

Bond managers fear hedges being undermined as liquidity dries up

The recent sell off in the bond market and growing liquidity issues have forced bond investors to use similar hedging techniques, undermining their effectiveness and causing concerns about how much downside protection funds really have.

Anna Fedorova
clock 03 July 2013 •

Police launch investigation into mortgage middleman fined £1m

West Midlands Police have launched a fraud investigation into a Birmingham financier over his role in sale and rent back agreements.

clock 25 June 2013 •