Sarasin Thematic Global Equity
A global equity portfolio which harnesses the best of our robust thematic investment process
The Sarasin Thematic Global Fund identifies powerful global trends that will shape the world in which we live and invest, namely:
- Climate change
- Evolving consumption
Using this as a foundation of our investment philosophy, we target the companies that are best placed to benefit from these themes over the long term.
Our integrated ESG screening criteria ensures that stewardship is fully embedded in portfolio construction, and aids risk management.
At the core of this fund is a distinctive thematic research and selection process, as well as an integrated stewardship approach and active long-term investment.
We believe attention to these pillars, along with a prudent approach to valuation and risk, can deliver superior returns over the long term.
We consider the lifecycle of companies and the competitive dynamics of their industries. Exposure to different themes and company characteristics contribute towards diversification in the portfolio. We do not target a specific investment style and are not constrained by an index or benchmark.
More specifically, the fund has a three-step investment process. Idea generation leads to stock-selection, following which we can construct a diversified portfolio.