Sarasin Multi Asset Strategic P Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.75%
  • 3 Year sharpe0.97
  • 3 Year alpha0.98
  • Distribution Typeincome
  • BenchmarkICE BofA Sterling Brd Mkt TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.01%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupSarasin & Partners
  • DomicileUnited Kingdom
  • ISINGB00B7V4BG27

Investment Strategy

We seek to grow the Fund (through increases in investment value and income) by 3% per year more than the Consumer Prices Index (CPI) over a rolling 5 year period after deducting fees and costs. We invest between 20 and 60% of the Fund in the shares of companies from around the world. We will also invest in bonds, units in funds (including those managed by Sarasin) and cash, and we may hold up to 80% of the Fund in these assets when we deem it appropriate in order to manage difficult market conditions. We will strategically manage the mix of assets in the portfolio, within the above parameters, depending on our view of market conditions.

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