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Sarasin Horizon®

The investment concept Sarasin Horizon® gives your clients access to top-performing funds: as a continuously monitored and actively managed fund portfolio, it not only contains Sarasin’s own family of successful products, but also top funds from the world’s leading investment fund managers.

Criteria:

• Select from four investment strategies, depending on the client's risk profile and investment horizon:
  1. defensive strategy
  2. balanced strategy
  3. growth strategy
  4. dynamic strategy
• Continuous monitoring of fund selection and weighting
• Rebalancing at least every quarter
• Reduced costs and administration
• Quarterly management reports on the performance of the investment strategies