A complete investment solution for charities, aiming to produce a reasonable level of income while ensuring that the ‘real’ value of the capital is maintained.
The Sarasin Endowments Fund is aimed at long-term charity investors seeking a responsible globally diversified portfolio.
It provides a flow of income for today’s beneficiaries, while maintaining the ‘real’ value of the capital and income for future generations.
Our integrated ESG screening criteria ensures that stewardship is fully embedded in portfolio construction, and aids risk management.
The strategy provides charities with a sustainable income. We manage the portfolio on a total return basis, picking stocks on merit, rather than maintaining a constant bias to higher yielding securities.
In short, the strategy is a modern, efficient and cost-effective way of wrapping a charity’s investments into a bespoke mix of assets with wide diversification and attractive overall costs.
We invest globally in a combination of assets. These can include equities, government or corporate bonds, property, cash and alternatives.
It is not constrained by geography, sector or style. The team occasionally uses derivatives to reduce risk or costs, or to generate additional capital or income.
We actively exclude companies with exposure to the production of tobacco or tobacco-related manufacturing. We also avoid investment in companies with significant revenues from alcohol manufacture, armaments, gambling, adult entertainment, or anti-life products.