Sarasin Food & Agriculture Opportunities Fund (Class I Acc)

Name
Sarasin Food & Agriculture Opportunities Fund (Class I Acc)
Manager
Sarasin Investment Funds Ltd
Type
Open Ended Investment Company
ISIN
GB00B2Q8L866
Sector
Specialist
Launched
31/03/2008
OCF
1.73 %
Risk Rating
3
3 Year Sharpe
1.30
3 Year Alpha
6.19
Yield
1 %
Benchmark
Not Benchmarked
The Fund seeks to achieve long-term capital growth through investment in food and agriculture companies from across the world. The Fund will invest in a broad range of investments from around the world which are linked to food and agriculture. The Fund invests mainly in company shares, the Fund may also, to a lesser extent, invest in other funds, exchange traded funds (funds which can be traded on major stock exchanges similarly to a company share) and exchange traded commodities (which track the performance of a commodity index). The Fund will hold mainly the shares of large or medium sized companies, but from time to time may invest in smaller companies. The Fund will not track an index. Derivatives (financial instruments whose value is linked to the expected future price movements of an underlying asset) may be used only with the aim of reducing risk or costs, or generating additional capital or income.
Holding %
Deere & Co 5.13 %
Treasury Wine Estates Ltd 5.09 %
Koninklijke DSM NV 4.31 %
Mowi ASA 3.90 %
China Mengniu Dairy Co Ltd 3.87 %
Dave & Buster's Entertainment Inc 3.73 %
The Middleby Corp 3.37 %
Nutrien Ltd 3.36 %
Compass Group PLC 3.20 %
Ocado Group PLC 3.16 %
Region %
United States 34.43 %
United Kingdom 19.18 %
Europe - ex Euro 14.96 %
Eurozone 6.71 %
Australasia 5.40 %
Latin America 5.01 %
Sector %
Consumer Defensive 41.95 %
Basic materials 23.91 %
Industrials 14.69 %
Consumer Cyclical 9.13 %
Healthcare 5.42 %
Name
Sarasin Investment Funds Ltd
Address
EC4M 8BU, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Jeneiv Shah
Joined 08/01/2017
Henry Boucher
Joined 03/31/2008

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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