Sarasin Endowment Fund Z Accumulation GBP header image

Sarasin Endowment Fund Z Accumulation GBP

Fund

ISIN GB00BMWT5255 / Valor null

NAV (2026-07-24)
GBP 4.18-0.62%

Sarasin Endowment Fund Z Accumulation GBP
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The Sarasin Endowment Fund invests approximately 70% in a diversified selection of 60 to 100 publicly traded companies around the world, 15% in a combination of mostly investment-grade bonds with some higher-risk bonds, 5% in real estate, and 10% in cash or alternative assets. Additionally, the fund uses derivatives to boost performance, generate income, and manage risks. This active management approach allows the fund to adjust its investments based on market conditions to strive for its growth objectives.

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Tags:
global equities multi asset consumer prices index

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OTHER SHARE CLASSES OF THIS FUND

Sarasin Endowment Fund A Income GBP
Sarasin Endowment Fund A Income GBP Sarasin Endowment Fund A Income GBP
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Annual Return

-50%0%+50%

Risk level

110
-0.59%GBP 1.35
Sarasin Endowment Fund Z Income GBP
Sarasin Endowment Fund Z Income GBP Sarasin Endowment Fund Z Income GBP
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.66%GBP 1.36
Sarasin Endowment Fund A Accumulation GBP
Sarasin Endowment Fund A Accumulation GBP Sarasin Endowment Fund A Accumulation GBP
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Annual Return

-50%0%+50%

Risk level

110
-0.62%GBP 4.15