Sarasin Climate Active Endowment Fund Z Accumulating GBP header image

Sarasin Climate Active Endowment Fund Z Accumulating GBP

Fund

ISIN GB00BMWT1M74 / Valor null

NAV (2025-12-12)
GBP 3.99+0.71%

Sarasin Climate Active Endowment Fund Z Accumulating GBP
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The Sarasin Climate Active Endowment Fund builds a diverse global portfolio by allocating around 70% to shares from 60 to 100 major publicly traded companies worldwide, 15% to primarily investment-grade bonds with some higher-risk options, 5% to real estate investments, and 10% to cash or alternative assets. Additionally, the fund uses derivatives to boost performance and manage risks, actively adjusting its investments based on market conditions to pursue its growth goals.

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global equities multi asset consumer prices index

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OTHER SHARE CLASSES OF THIS FUND

Sarasin Climate Active Endowment Fund Z Income GBP
Sarasin Climate Active Endowment Fund Z Income GBP Sarasin Climate Active Endowment Fund Z Income GBP
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Annual Return

-50%0%+50%

Risk level

110
0.68%GBP 1.34
Sarasin Climate Active Endowment Fund A Income GBP
Sarasin Climate Active Endowment Fund A Income GBP Sarasin Climate Active Endowment Fund A Income GBP
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Annual Return

-50%0%+50%

Risk level

110
0.76%GBP 1.33
Sarasin Climate Active Endowment Fund V Accumulating GBP
Sarasin Climate Active Endowment Fund V Accumulating GBP Sarasin Climate Active Endowment Fund V Accumulating GBP
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Annual Return

-50%0%+50%

Risk level

110
0.75%GBP 1.21
Sarasin Climate Active Endowment Fund A Accumulating GBP
Sarasin Climate Active Endowment Fund A Accumulating GBP Sarasin Climate Active Endowment Fund A Accumulating GBP
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Annual Return

-50%0%+50%

Risk level

110
0.68%GBP 3.97