Sarasin Portfolio Management
Our mandates offer a choice of the three following strategies:
| Defensive Strategy: 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 Strategy: 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 Strategy: 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. |
In addition, all three mandate strategies offer two options:
With the first option, you can have your entire portfolio managed in accordance with sustainable principles. In this case the portfolio manager only invests in those companies, bonds and other financial instruments which Sarasin’s Sustainability Research has rated as eligible for investment. Here the accent is placed more firmly on the investment strategy “exploiting sustainable opportunities”, with thematic investments in leading-edge technologies, such as in the areas of water and energy. This results in a higher proportion of small and mid-cap companies, among other things.
With the second option, sustainability criteria are applied for the larger part of the portfolio. The smaller portion usually comprises investments to which the sustainability rating cannot currently be applied, such as emerging markets, commodities, real estate and other alternative investments.
