Sarasin Food & Agriculture Opportunities Fund (Class I Acc)
|Deere & Co||5.04 %|
|Treasury Wine Estates Ltd||4.78 %|
|Koninklijke DSM NV||4.63 %|
|Mowi ASA||4.17 %|
|China Mengniu Dairy Co Ltd||4.03 %|
|The Middleby Corp||3.51 %|
|Genus PLC||3.46 %|
|Nutrien Ltd||3.31 %|
|Barry Callebaut AG||3.21 %|
|Leroy Seafood Group ASA||3.06 %|
|United States||34.61 %|
|United Kingdom||18.57 %|
|Europe - ex Euro||15.97 %|
|Latin America||5.04 %|
|Consumer Defensive||40.16 %|
|Basic materials||23.38 %|
|Consumer Cyclical||11.46 %|
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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