Factsheet: Sarasin Food & Agriculture Opps P Acc

Specialist

Rated Fund 2016-2018. Invests in companies from field to fork

This fund was set up in 2008 to achieve long-term capital growth through investment in food and agriculture companies from across the world. Henry Boucher has run this fund since inception and was joined by a new deputy in 2017 in the form of Jeneiv Shahseek.They aim to identify areas of the food spectrum that stand out as having potential for high growth as a result of global trends. Then they invest in companies within these areas that are well-placed to benefit due to factors including market positioning, pricing power, technological leadership and control of resources. In order to minimise risk they invest across the full food and agriculture value chain.Boucher has identified three megatrends that underline the case for investing in food and agriculture. These are the increasing world population, which means there are more mouths to feed; increasing urbanisation and infrastructure development giving people access to reliable electricity to power fridges; and diet change, with rising incomes meaning that people can afford different types of foods, including processed and packaged food, and to eat out in restaurants.He points out that these trends provide many opportunities for investors, ranging from firms involved in mechanisation and technology to improve productivity and food safety, to wine producers who are catering for the growing demand in emerging markets such as China. He says the ability to diversify the fund across the food chain � from field to fork � helps to reduce its volatility and ensures it is also well-diversified geographically and not as heavily biased to the US as many global equity funds.

Narrative and ratings content all as of 01 January 2018.

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Name
Sarasin Food & Agriculture Opps P Acc
Manager
Sarasin Investment Funds Ltd
Type
Open Ended Investment Company
ISIN
GB00B77DTQ97
Sector
Specialist
Launched
15/10/2012
OCF
0.99 %
Risk Rating
3
3 Year Sharpe
1.19
3 Year Alpha
6.57
Yield
1.3 %
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 %
Treasury Wine Estates Ltd 5.37 %
Shoprite Holdings Ltd 4.11 %
Marine Harvest ASA 3.89 %
Leroy Seafood Group ASA 3.82 %
The Middleby Corp 3.32 %
China Mengniu Dairy Co Ltd 3.20 %
Nutrien Ltd 3.11 %
Kubota Corp 3.04 %
WH Group Ltd 3.00 %
Ocado Group PLC 2.98 %
Region %
United States 25.46 %
United Kingdom 14.36 %
Europe - ex Euro 14.34 %
Asia - Emerging 9.33 %
Eurozone 8.66 %
Latin America 8.58 %
Australasia 5.57 %
Sector %
Consumer Defensive 48.08 %
Industrials 18.41 %
Basic materials 15.09 %
Consumer Cyclical 11.12 %
Name
Sarasin Investment Funds Ltd
Address
EC4M 8BU, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

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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