Bringing you live news and features since 2006 

Saracen Fund Managers reduces UK Alpha Fund AMC


Saracen Fund Managers, the Edinburgh based asset manager focused on long-term investing, has reduced the annual management charge on its TB Saracen UK Alpha Fund from 1.00 per cent to 0.75 per cent, effective immediately.

In an environment where costs and charges are foremost, this move allows UK Alpha to be competitive with many other UK equity funds whilst offering a demonstrably better historic track record and very high active share.
TB Saracen UK Alpha Fund invests primarily in small and medium sized UK companies and focuses on long-term capital growth. Since its launch in 1999, the fund has developed a strong track record consistently outperforming the MSCI UK All Cap index. It has been ranked in the top quartile for performance over the last one, three and five years, and over the 19 years since its launch. 
Managed by Scott McKenzie (pictured), a fund management professional of 25 years’ experience in UK equity funds, the fund’s top holdings are in pharmaceuticals company Shire and financial consultants Alpha Financial Markets Consulting. More recently the fund has benefitted from takeover activity in stocks such as GKN and Laird Group.
McKenzie says: ‘The fee reduction reflects our desire to grow the fund in a competitive market. The fund has a very high active share, at 95 per cent, which compares favourably with the many UK equity funds charging active fees for a closet tracking service. The fund has an excellent track record with strong potential for future growth and we are confident it will attract a wider audience.’
Investment professionals can access the TB Saracen UK Alpha Fund on a wide variety of UK fund platforms.

Latest News

Raymond James Investment Management plans to launch an ETF product platform in 2025 to support strong client demand in alignment..
Aniket Ullal, Director of ETF Data and Research at CFRA Research, has written a note looking at ETFs with exposure..
Tradeweb reports the following data derived from trading activity on the Tradeweb Markets institutional European- and US-listed ETF platforms...
iShares writes that its assets under management have reached USD4 trillion. The firm says this comes off the back of..

Related Articles

Scott Kefer, VictoryEx Capital Holdings
Bailey McCann writes that active ETFs are capturing investor interest, according to the latest data from Morningstar, which finds that...
Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by