Sarasin Responsible Global Equity
A thematic global equity fund for the ‘concerned’ investor, with a higher threshold on ESG issues
About This Fund
Using our established thematic process, we identify companies that would benefit from the powerful themes that will shape our world. Within this universe, we seek to actively avoid companies that hinder societal needs.
The strategy goes beyond an exclusions approach to carefully consider a number of key policies on ESG issues.
It is responsible in its investment choices to the environment, to future generations, to the vulnerable in society and in ensuring effective oversight of company management.
Key Benefits
As pioneers in thematic global equity investing, our process is highly distinctive and unique.
Our approach is genuinely long-term, investing for decades to come.
We have a clear stewardship mindset, recognising that as long-term investors we must participate in the effective governance of the companies we invest in.
How we invest for this fund
We consider the lifecycle of companies and the competitive dynamics of their industries, alongside their expected performance relative to medium-term macroeconomic developments. Careful consideration of key ESG issues contribute to risk management. We seek to drive responsible investments through a combination of an exclusions policy and a commitment to returns that improve long-term outcomes.
More specifically, the fund has a three-step investment process. Idea generation leads to stock-selection, following which we can construct a diversified portfolio.
Fund literature
KEY DOCUMENTS
3D INVESTING RATING
This is a large cap fund which combines a thematic approach with ethical exclusions, whilst also considering a number of key policies on ESG issues. The fund clearly delivers on these objectives and is distinguished by the combination of all three approaches within a large cap fund. The fund benefits from Sarasin’s strong stewardship activities and the manager’s engagement with investee companies. The fund qualifies for an A impact rating by virtue of its focus on investment in sustainable solutions and evident engagement practice.
Read the full 3D Investing report
3d investing rating
This is a large cap fund which combines a thematic approach with ethical exclusions, whilst also considering a number of key policies on ESG issues. The fund clearly delivers on these objectives, and is distinguished by the combination of all three approaches within a large cap fund. The fund is also proven over a considerable period and actively engages with companies on their preparedness and commitment to the Paris Climate agreement.
Read the full 3D Investing report
RSMR Rating
The Sarasin Responsible Global Equity fund can form part of the core
global equity allocation of a portfolio providing both diversification as well as exposure to key long-term mega-themes.
Investment team
Latest Views
