Sarasin Responsible Global Equity Fund

Sarasin as a house is one of the pioneers of global thematic investment. They look to invest responsibly and press for change. They state the fund has 92% active management against the MSCI All Countries Index. The fund has ethical restrictions i.e. excludes tobacco, alcohol, gambling, armaments, adult entertainment, thermal coal and tar sands.

The strategy uses the Sarasin multi-thematic framework which looks to industries which are growing revenues faster than nominal GDP in the future. This leads to businesses, for example, within healthcare services, electric vehicles, batteries, digital media, software etc.

On the flipside those that not only fail ethical restrictions but also have headwinds are not included in the fund this might include for example plastic wrapped consumer products, oil, building materials etc…..read more

Fund Facts Morningstar

Notes

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