Sarasin & Partners

      Sarasin & Partners range of UCITS Funds

      Sarasin & Partners offer a range of UCITS funds across various asset classes. The following is a high-level description of each fund and it’s investment objective and strategy.

       

      Sarasin IE Global Equity Opportunities (USD)

      The Fund seeks to provide long-term growth through investment in the shares of companies from across the world.

       

      Sarasin IE Global Equity Opportunities (GBP)

      The Fund seeks to provide long-term growth through investment in the shares of companies from across the world.

       

      Sarasin IE Sustainable Global Real Estate Equity

      The Fund seeks to achieve long-term growth though investment in the shares of global real estate companies and the global real estate investment trust market with an overlay of sustainable criteria.

       

      Sarasin IE Multi Asset – Dynamic (USD)

      The Fund seeks to achieve capital growth and income over the long-term with a lower risk profile than equity market alternatives through investment in a range of asset classes.

       

      Sarasin IE Multi Asset – Dynamic (GBP)

      The Fund seeks to achieve capital growth and income over the long-term with a lower risk profile than equity market alternatives through investment in a range of global asset classes.

       

      Sarasin IE Multi Asset – Defensive (GBP)

      The investment objective of the Fund is to preserve the real value of capital over the long term.

       

      Sarasin IE Multi Asset Target Return

      The Fund seeks to target an annual return (through increases in investment value and income) of 3% per year more than the UK Consumer Price Index (CPI) over a rolling five-year period after deducting fees and costs.

       

      Sarasin IE Multi Asset – Strategic (USD)

      The Fund seeks to achieve a return ahead of inflation over the long-term through investment in a range of asset classes.

       

      Sarasin IE Multi Asset – Strategic (EUR)

      The Fund seeks to achieve a return ahead of inflation over the long-term through investment in a range of asset classes.

       

      Sarasin IE Diversified Endowments Fund

      The Fund will seek long term capital growth and income growth through employing a diversified strategic allocation approach, investing in debt securities to seek to produce a reasonable level of current income as well as investing in equities to seek to achieve long term capital growth and income growth for investors’ future requirements.

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