Sarasin Food & Agriculture Opportunities Fund
About This Fund
As the world’s appetite has grown, a wide range of investment opportunities have opened up. This fund aims to take advantage of these opportunities, as it invests in companies across the food and agricultural spectrum – ‘from field to fork’.
Population growth combined with rising incomes for billions of consumers is driving an expansion in the value of the world food economy. As household incomes increase, consumers are diversifying their diets away from staple foods into higher value products, such as meat, dairy and fresh fruit. This has an impact across the length of the food chain.
The Sarasin Food and Agriculture Fund is:
- Underpinned by inexorable trends – the global food economy is growing thanks to an ever-increasing world population, dramatically changing diets and higher consumer incomes.
- An attractive risk-reward profile – the fund offers lower unit price volatility than many comparable funds, without compromising on returns.
- Differentiated from other global funds – providing access to the breadth of the food and agricultural spectrum, this fund provides growth potential and diversification for portfolios.
How we invest for this fund
While broadly following the same process as all our global equity funds, this fund focuses solely on stocks in the food and agriculture sector. By expanding the opportunity set ‘from field to fork’, this fund can invest across the breadth of the entire food and agriculture value chain – differentiating it from peers.
Within this spectrum, we use our thematic process to identify a number of robust and enduring growth trends, and the resultant companies that benefit from these. This sector offers investors a rare and often under-appreciated investment opportunity.