Sarasin IE Sustainable Global Real Estate Equity Fund
About This Fund
The Sarasin IE Sustainable Global Real Estate Equity fund is a compelling option for the ‘concerned’ investor, as it sets a higher threshold on environmental, social and governance issues when making investment decisions.
As one of the first European investors to develop a global listed real estate product, we have renowned expertise in this area.
Real estate securities provide a cost and tax-efficient way to access high-quality commercial real estate while offering liquidity too. These securities are often the only way to obtain exposure to properties tin some of the best locations around the world.
Real estate securities also offer investors diversification benefits within a portfolio of equities and bonds.
How we invest for this fund
We invest across two pillars: Thematic and Income.
The Thematic part of the portfolio gives exposure to the long-term themes we have identified and that we believe will drive above industry growth rates. Examples of this are the healthcare sector which profits from an ‘ageing population’ and the self-storage sector, which profits from ‘urbanisation’.
The Income part of the portfolio gives exposure to some of the best real estate assets around the world managed by some of the best management teams and provides a stable and growing (dividend) income stream in most market conditions.
The combination of the two parts of the portfolio gives investors a stable and growing (dividend) income stream from the Income part of the portfolio and a growth strategy from the Thematic part of the portfolio.