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Sarasin IE Thematic Global Real Estate Equity

Aimed at conscious investors looking for the portfolio diversification and total return potential of global listed real estate investments.

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

Fund information

This fund has been invested in global real estate markets for more than 20 years. It combines diversification and long-term total return potential, while remaining focused on environmental, social and governance (ESG) criteria based on climate strategy, use of building materials, the ecological efficiency of its operations, and their management of biodiversity.

Investing in listed real estate securities provides a cost- and tax-efficient way to access high-quality commercial property without the liquidity concerns often associated with physical ownership. As well as access to some of the best locations in the sector. These assets also add diversification benefits to a portfolio of equities and bonds.

We look for ideas through two lenses — thematic and income.

Thematics are a cornerstone of our investment process. Long-term structural trends have the power to change the world and in property, we also see their potential to drive above-average growth. The sector is full of examples. Healthcare sites should benefit from an ageing population while self-storage units tend to profit as consumers move around. Both types of property represent significant demographic shifts.

Real estate can also be a natural source of income. Experienced management teams running high-quality assets can deliver a stable and growing regular income — made up of lease payments, dividends or other revenue streams — in most market conditions.

Built on both pillars, our portfolios are well-placed to deliver long-term growth and sustainable income for your clients.

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
£25.8m
Transaction costs:
0.11%
Minimum investment:
1,000
Initial charge
0.00%
Ongoing charge (OCF)
1.75%
ISIN:
IE00B572T065
SEDOL:
B572T06
Citicode:
EY14
Dividend XD dates:
02 Jan 2026 01 Jul 2025 02 Jan 2025 01 Jul 2024
Dividend pay dates:
28 Jan 2026 25 Jul 2025 28 Jan 2025 25 Jul 2024
Our risk profile:
1
2
3
4
5
6
7

Key documents

Key people
Raymond Lahaut
Raymond Lahaut
Analyst / Portfolio Manager

Raymond is responsible for the management of the Listed Global Real Estate Funds and mandates. He has over 18 years of investment experience and joined Sarasin & Partners in 2018.

Robert Wilson
Robert Wilson
Analyst/Portfolio Manager - Alternatives

Robert is the deputy fund manager for the Sarasin IE Sustainable Global Real Estate Equity Fund. He has also been an alternatives analyst at Sarasin since joining in 2021 from Quilter Cheviot where he was responsible for third-party funds research focusing on Alternatives.

Robert started his career as an Energy Analyst at Global Energy and Commodities Exchange. He then worked as an Investment Manager at First Merchant Bank before moving to Landy Partners and Financial Express as an Investment Fund Analyst.

Robert holds an MSc(Hons) in Finance & Financial Law from the University of London - SOAS, a BSc (Hons) in Economics and Finance from the University of York, and has also passed levels 1&2 of the CFA®.

Fund literature

Key Documents

Minimum Disclosure Document

KIID & PRIIPs KIDs

Commentary

Prospectus & fund legal

Other

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Our thinking

Tree Style 3

Contact

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