Sarasin & Partners, a specialist asset manager, trusted to invest £12.9 billion* on behalf of charities, private clients, institutions and intermediaries globally, have had their multi-asset fund range risk assessed by Defaqto.
Our long history of multi asset investing has allowed us to demonstrate better downside protection than several of our multi-asset peers in the market.
The following funds have been released as risk rated investment solutions in Defaqto’s Engage research software from the 9th April 2020:
- Sarasin Ireland GlobalSar Income (Defaqto Risk 2)
- Sarasin Investment Funds GlobalSar Strategic (Defaqto Risk 4)
- Sarasin Ireland GlobalSar Dynamic (Defaqto Risk 5)
- Sarasin Investment Funds Global Equity Real Return (Defaqto Risk 7)
- Sarasin Investment Funds Thematic Global Equity (Defaqto Risk 9)
The new risk ratings will help advisers in assessing private clients’ attitudes to risk and match them to a fund that best suits their investment objectives and their life stage.
The funds sit alongside the Sarasin & Partners discretionary model portfolios, also risk rated by Defaqto and form a rounded multi-asset suite of propositions for UK intermediaries. Responsible stewardship is also integrated into the Sarasin investment process and core stewardship principles are applied through an active approach to corporate engagement and policy outreach.
Christopher Cade, head of UK sales says, “It is vital that our clients have a full spectrum of risk tools available so we are pleased to be working with Defaqto, subjecting our funds to their rigorous risk assessment process. Our long history of multi asset investing preserving and growing the real value of clients assets has allowed us to demonstrate better downside protection than several of our multi-asset peers in the market. This is a natural evolution of our multi-asset offering and mirrors the discretionary model portfolios also risk rated by Defaqto”
Pan Andreas, Head of Insight Consulting (Funds & DFM) at Defaqto commented, ‘’Defaqto’s assessments of portfolio risk support an important element of the advice process. We are delighted to add the Sarasin & Partners multi-asset funds to our universe of risk rated solutions. As is the case with many leading asset management firms, Sarasin now have a full suite of discretionary model portfolios (MPS), and multi-asset funds, assessed by Defaqto.’’