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
4
3 Year Sharpe
0.35
3 Year Alpha
4.64
Yield
1 %
Benchmark
Not Benchmarked
The Fund seeks to grow the Fund (through increases in investment value and income) over a rolling 5 year period after deducting fees and costs. We invest at least 80% of the Fund in companies from around the world. The Fund invests mainly in the shares of companies, but may also invest in other funds (including those managed by Sarasin), 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). We avoid companies that are materially engaged in certain sectors, including the production or distribution of tobacco, armaments, gambling and adult entertainment.
Holding %
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 %
Aramark 3.15 %
Region %
United States 32.23 %
United Kingdom 23.85 %
Europe - ex Euro 18.26 %
Eurozone 10.26 %
Asia - Emerging 6.21 %
Sector %
Consumer Defensive 44.60 %
Basic materials 23.94 %
Consumer Cyclical 10.50 %
Healthcare 6.91 %
Real Estate 5.74 %
Industrials 5.56 %
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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