|
SECTORIAL PORTFOLIO Sorted By Sector
|
|
Holdings(1 - 5)
|
30 Jun 2011
|
31 Dec 2010
|
|
|
Holding (Sector)
|
Value 000's (GBP)
|
% of Fund
|
Value 000's (GBP)
|
% of Fund
|
Diff
|
|
Sarasin - Corporate Restructuring
|
38 847
|
23.00
|
31 780
|
17.30
|
5.7
|
|
Sarasin - Global Pricing Power
|
39 185
|
23.20
|
55 294
|
30.10
|
-6.9
|
|
Sarasin - Intellectual Property and Innovation
|
43 576
|
25.80
|
42 986
|
23.40
|
2.4
|
|
Sarasin - Security of Supply
|
23 477
|
13.90
|
25 167
|
13.70
|
0.2
|
|
Sarasin - Strong Get Stronger
|
23 815
|
14.10
|
28 474
|
15.50
|
-1.4
|
|
168 900
|
100.00
|
183 700
|
100.00
|
