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The information on this website does not in any way constitute investment, tax, legal or any other form of advice or recommendation that a product or investment is suitable for you or your circumstances. If you are unsure as to whether the investments described in this site are suitable for you should seek professional advice from a professional adviser.

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The information on this website has been obtained from sources that Sarasin believe to be reliable and accurate at the date of publication, but no warranty of accuracy is given. We are not responsible for the accuracy of information contained within sites provided by third parties, which may have links to or from our pages. Any opinions expressed are our judgement at the time of writing and are subject to change without notice. By proceeding you agree to the exclusion by Sarasin of any liability in respect of any errors or omissions by Sarasin and any other relevant third parties.

The information on this website does not in any way constitute investment, tax, legal or any other form of advice or recommendation that a product or investment is suitable for you or your circumstances. If you are unsure as to whether the investments described in this site are suitable for you should seek professional advice from a professional adviser.

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This website uses cookies. A cookie is a small file of letters and numbers that we put on your electronic device which is essential for the website to function properly and which help to provide you with a better online experience. These cookies cannot be switched off and do not store any of your information. We also use non-essential cookies which you can consent to or reject via the cookie consent tool on our website. By continuing to access this website, you agree to these warnings and important information.

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It is important that you read this information before proceeding, as it explains certain legal and regulatory restrictions applicable to the use of this website.

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It is not for distribution outside South Africa and should not be relied upon by retail investors.

If you do not meet the above criteria, you must leave this site immediately and you accept Sarasin will not be liable in any way whatsoever for your use of this website or the information contained within if you choose to proceed.

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This website should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other than South Africa. The information on this website is provided on the condition that it will not form the basis for any investment decision by the recipient or clients that the recipient may be representing or acting for.

The information on this website has been obtained from sources that Sarasin believe to be reliable and accurate at the date of publication, but no warranty of accuracy is given. We are not responsible for the accuracy of information contained within sites provided by third parties, which may have links to or from our pages. Any opinions expressed are our judgement at the time of writing and are subject to change without notice. By proceeding you agree to the exclusion by Sarasin of any liability in respect of any errors or omissions by Sarasin and any other relevant third parties.

The information on this website does not in any way constitute investment, tax, legal or any other form of advice or recommendation that a product or investment is suitable for you or your circumstances. If you are unsure as to whether the investments described in this site are suitable for you should seek professional advice from a professional adviser.

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Sarasin Responsible Strategic Bond

For investors looking for a flexible portfolio of responsibly screened, mostly sterling-denominated bonds that aims to deliver an attractive total return.

Marketing material. Please refer to the Prospectus and the KIID/KID before making any final investment decisions.

Fund information

Aimed at those looking for attractive returns while prioritising their socially conscious investment decisions. The Sarasin Responsible Strategic Bond Fund offers access to a broad mix of responsibly screened government, corporate and high-yield bonds. It can also invest more broadly across fixed income, allowing it to take advantage of changes in interest rates and opportunities in newly issued bonds.

Investors can take comfort from the fund’s rigorous research-based approach that spans broad macroeconomic factors and sector, company or credit-specific features through a responsible lens.

With more tools at their disposal than traditional bond funds, strategic bond portfolios can offer investors an attractive and steady income in different market conditions.

Bond funds can help diversify an equity-focused portfolio, making this fund a sensible option for those looking for responsible fixed interest investments to diversify their overall portfolio and provide a regular income stream.

Our team takes an active, research-centred approach using both macroeconomic and company-specific intelligence. The macro — or big picture — element draws on the expertise of Sarasin’s in-house economists who offer a long-term outlook, which then feeds into analysis of opportunities based on moves in interest rates, bond sector disruption and credit structures.

The process brings together big macro, small fundamental and credit research, and tactical asset allocation. Our dedicated fixed income fund managers then use this broad bank of intelligence to inform their portfolio decisions, in collaboration with the fixed income committee and the credit committee.

Sustainable investment labels help investors find products that have a specific sustainability goal.

Whilst the fund incorporates environmental, social and governance (ESG) considerations, active ownership and impactful policy outreach, it does not have a defined sustainable goal or objective, therefore this product does not have a UK sustainable investment label.

For more information on the Sustainability Disclosure Requirements and investment labels regime, please see: https://www.fca.org.uk/consumers/sustainable-investment-labels-greenwashing 

Fund facts

Fund size
£114.6m
Price:
19/05/2026
£0.78
Daily change (%)
0.50%
Transaction costs:
0.05%
Minimum investment:
1,000
Initial charge
0.00%
Ongoing charge (OCF)
0.71%
ISIN:
GB00B13GWG15
SEDOL:
B13GWG1
Citicode:
D949
Dividend XD dates:
1 Apr 2026 2 Jan 2026 1 Oct 2025 1 Jul 2025
Dividend pay dates:
25 May 2026 25 Feb 2026 25 Nov 2025 22 Aug 2025
Our risk profile:
1
2
3
4
5
6
7

Key documents

Key people
Mark van Moorsel
Mark van Moorsel
Portfolio Manager – Fixed Income

Mark has 11 years of experience as a dedicated credit research analyst and over 17 years of experience working in fixed income asset management. Prior to joining Sarasin in 2013, he worked for M&G Investments and Albany Capital Consulting.

Mark has a Bachelor of Management Degree – Double Major – International Management/Finance, from University of Lethbridge, Alberta, Canada. He also holds the Investment Management Certificate (IMC).

Artemis Vrahimis
Artemis Vrahimis
Portfolio Manager/Analyst – Fixed Income

Artemis is a credit analyst in the fixed income team responsible for Financials.

Prior to joining Sarasin & Partners in September 2017, Artemis spent three years at the Bank of England where she used to be a credit analyst covering major UK banks (initially at the PRA and subsequently at the Financial Stability Division).

Before the Bank of England, she spent nearly five years at Moody’s Investors Service as a credit analyst in the financials institutions team responsible for banks and non-bank financials in Emerging Markets and the UK.

Fund literature

Key Documents

KIID

Factsheet

Application forms

Prospectus & fund legal

Sustainability & stewardship

Reports & accounts

Other

I wish to dowload in the following (check all that apply):
I wish to dowload in the following (check all that apply):
Download KIID - I Inc
Download KIID - I Acc
I wish to dowload in the following (check all that apply):
I wish to dowload in the following (check all that apply):
Download Application form - UK OEIC - Institutional
I wish to dowload in the following (check all that apply):
Download Prospectus
Download Instrument of incorporation
I wish to dowload in the following (check all that apply):
Download SDR Consumer Facing Disclosure
Download Guide to Ethical Exclusions
I wish to dowload in the following (check all that apply):
Download Annual report and accounts
Download Interim report and accounts
I wish to dowload in the following (check all that apply):
Download Benchmark history
Download Additional Information Document

Our thinking

Tree Style 3

Contact

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Whatever your purpose, principles or priorities, get in touch.