Sarasin Food & Agriculture Opportunities Fund (Class I Acc)
|Ocado Group PLC||6.86 %|
|Koninklijke DSM NV||5.08 %|
|China Mengniu Dairy Co Ltd||4.72 %|
|WH Group Ltd||4.70 %|
|Genus PLC||4.52 %|
|Barry Callebaut AG||3.89 %|
|Treasury Wine Estates Ltd||3.75 %|
|Americold Realty Trust||3.56 %|
|Mowi ASA||3.29 %|
|United States||32.23 %|
|United Kingdom||23.85 %|
|Europe - ex Euro||18.26 %|
|Asia - Emerging||6.21 %|
|Consumer Defensive||44.60 %|
|Basic materials||23.94 %|
|Consumer Cyclical||10.50 %|
|Real Estate||5.74 %|
Henry started his career in finance in 1983. Specialising in asset allocation and equity fund management, he has managed a wide variety of funds, including unit trusts, pensions, life funds and charities. He is also a co-author of the Sarasin Compendium of Investment, a reference book for trustees published biennially, which covers all the major asset classes and is designed to put investment trends in a longer-term context. Henry is Deputy Chief Investment Officer, focused on global equities. He is also responsible for Sustainable Investment at Sarasin & Partners and for the Food & Agriculture Opportunities team.
Data provided by Morningstar.
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