Tomorrow's World Multi-Asset fund
A diversified multi-asset fund that invests in purposeful institutions which aim to solve people and the planet’s problems profitably, without benefiting from causing harm to the world.
What will tomorrow's world look like?
About this fund
As our population has grown, we have developed an unsustainable ecological footprint. Today we’re using the resources of nearly two planets yet we only have one. Conserving our world for future generations will require large shifts in global trends, away from voracious consumption towards sustainable patterns of producing and using goods and services.
Tomorrow’s World invests in companies that are already fit for the future – and in bonds which support social and economic development.
Investing in the fund means you benefit from a diversified portfolio of investments, that we believe have positive prospects but don’t have businesses that cause material damage in their activities.
Key Benefits
Through this fund, investors have the potential to:
- Achieve long-term capital and dividend growth – that becomes increasingly valuable – from leading businesses across the world that set out to solve problems and not benefit from causing harm
- Help fund economic and social development through the fund’s investments in purposeful lending, including to universities, charities and housing associations
- Have diversification through exposure to sustainable alternative assets, including physical assets and infrastructure, to complement the portfolio’s other holdings
How we invest for this fund
Our established thematic process allows us to identify the most prominent positive and sustainable trends. These themes lead us to investment ideas that generally have a lower risk of regulatory or consumer backlash, while avoiding trends with a high risk of declining profit streams.
We complement the companies in the portfolio with purposeful bond investments. Crucially, our ESG framework allows us to create order from a complex landscape and gives us a structure to identify harmful effects that organisations can cause. We exclude opportunities that rely on unsustainable elements to achieve their profits.
Fund literature
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Catch up on our CIO UPDATE
In March's CIO update, Deputy CIO Henry Boucher delved into the concept behind 'Tomorrow’s World', and explores the enormous changes already underway to better balance the needs of the present and of future generations.
Watch nowHow to Invest
You can find this fund on a range of different platforms. Find out more about how you can access it in your portfolio.
This fund is positioned as Sarasin’s most rigorously screened fund and it combines a clear sustainable thematic approach with exclusion criteria and ESG traffic lighting to limit exposure to ethical controversies. The themes all have positive social and environmental impacts, but some are less strong than others, with themes including digitalisation, ageing, evolving consumption, automation and climate change. The fund is multi-asset with the majority being invested in global equities and most of the balance in fixed interest securities. The fund has been awarded an A rating by virtue of the majority of the fund being invested in solutions to social and environmental challenges.
Read the full 3D investing report
The Dynamic Planner fund risk profiling service provides financial advisers and their clients with a meaningful measure of the long-term investment risk of fund strategies and a mechanism to select solutions appropriate for the investor's risk appetite. The fund has been assigned a Risk Profile 5.
Read the full Dynamic Planner reportInvestment Team
