Sarasin IE Multi Asset Defensive (GBP)
A multi-asset fund seeking income and capital growth
About This Fund
The Sarasin IE Multi Asset – Defensive fund is a diversified, risk-constrained fund that reflects Sarasin’s distinctive approach to building portfolios.
The fund aims to achieve consistently attractive levels of income coupled with long-term capital appreciation.
Key Benefits
We have renowned expertise and a long track record of managing multi-asset portfolios.
Through this fund, you have the potential to achieve cash-plus returns with a premium income yield.
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 - P Acc
- Factsheet - A Acc
- UCITS KIID - A Acc
- UCITS KIID - A Inc
- PRIIPs KID - P Acc
- PRIIPs KID - P Inc
- Prospectus
- Addendum
- Account opening form - Corporate investors
- Account opening form - Individual investors
- Interim report and accounts
- Additional sustainability disclosures
- Sustainability Related Disclosures
- Principle Adverse Impact Report 2023