Sarasin IE Multi Asset Dynamic (GBP)
A multi-asset fund with a dynamic risk-return profile and detailed look-through reporting, making it a complete portfolio solution.
About this fund
The Sarasin IE Multi Asset – Dynamic fund is a diversified, risk-constrained fund that reflects Sarasin’s distinctive approach to building private client portfolios.
The fund aims to achieve growth and income generation with a lower risk profile than pure stock market alternatives by investing on a global basis.
This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. For more information on the Sustainability Disclosure Requirements and investment labels regime, please see: https://www.fca.org.uk/consumers/sustainable-investment-labels-greenwashing
Key benefits
Sarasin & Partners has renowned expertise and a long track record of managing multi-asset portfolios.
The fund provides long-term capital growth and income with a lower risk profile than pure equities.
How we invest for this fund
We focus our research efforts on identifying long-term trends missed or underappreciated by the wider market, with the flexibility to seize shorter term opportunities when they arise.
Valuation is at the core of our process. This ensures a long-term perspective on expected returns across assets.
We are dynamic /flexible in our tactical asset allocation which allows us to allocate to the asset classes with the best risk/return profile considering both valuations and macroeconomic outlook.
Fund literature
- Factsheet - A Acc
- Factsheet - P Acc
- UCITS KIID - A Acc
- PRIIPs KID - P Acc
- PRIIPs KID - P Inc
- Prospectus
- Prospectus - Supplement for UK Investors
- Addendum
- Account opening - Corporate investors
- Sustainability Related Disclosures
- Additional sustainability disclosures
- Principal Adverse Impact Report 2023
- Account opening - Individual investors
- Annual report and accounts
Investment team
Latest Views
