About This Fund

Aimed at long-term UK charity investors, the fund can be used as a building block for segregated multi-asset charity portfolios, giving exposure to UK equities.

It is a pooled vehicle for smaller charity accounts, where it doesn’t make economic sense to run the investments on a segregated basis.

Key Benefits

Core to the Sarasin fund for Charities – Thematic UK Equity is a distinctive thematic equity process, an integrated stewardship approach and active long-term investment.

We believe these elements, along with the fund’s conservative approach to valuation and risk, puts the strategy in an optimal position to deliver consistently attractive income and long-term capital appreciation.

How we invest for this fund

We invest in UK-listed companies which satisfy our thematic process. The fund is not constrained by sector or style. The team occasionally uses derivatives to reduce risk or costs, or to generate additional capital or income.

We actively exclude tobacco, arms, gambling and adult entertainment companies.

We manage risk through exposure ranges at a thematic, sectoral and stock level.