Sarasin Managed Fund Portfolio
Our mandates offer a choice of the four following strategies:
| Defensive: You are very safety conscious and value a steady return on your investments. You aim to preserve the real value of your assets and favour investments that generate regular income and fluctuate little in value. The level of risk is below average over a longer investment horizon and rises as the investment horizon shortens. The total portfolio value may fluctuate a little. |
| Balanced: You expect a higher return and are therefore prepared to accept certain short-term fluctuations in the value of your investments. Your long-term aim is not only to preserve but also to increase the real value of your assets. The level of risk is average over a longer investment horizon and rises as the investment horizon shortens. The total portfolio value may fluctuate a little. |
| Dynamic: You wish to invest your assets for the long term and exploit selected investment opportunities to generate gains. You are prepared to accept fluctuations in value so that, over a longer horizon, you can achieve an attractive average return. The level of risk is above average and continues to rise as the investment horizon shortens. The total portfolio value may fluctuate substantially. |
| Equity: You want to achieve as much capital growth as possible over the long run and you have a high risk tolerance. You are prepared to accept significant volatility in the value of your portfolio in order to achieve your long-term investment objectives. |
In addition, all four strategies offer two options:
With the first option, you can have your entire fund portfolio managed in accordance with sustainable principles. In this case the portfolio manager only invests in those funds which Sarasin’s Sustainability Research has rated as eligible for investment.
With the second option, sustainability criteria are applied for the larger part of the portfolio. The smaller portion usually comprises funds to which the sustainability rating cannot currently be applied, such as emerging markets, commodities, real estate and other alternative investments.
