Sarasin IE GlobalSar - Dynamic (GBP) Class Z Income Shares header image

Sarasin IE GlobalSar - Dynamic (GBP) Class Z Income Shares

Fund

ISIN IE00BJV3K443 / Valor null

NAV (2025-12-05)
GBP 12.13+0.12%

Sarasin IE GlobalSar - Dynamic (GBP) Class Z Income Shares
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Sarasin IE Multi Asset Dynamic (GBP) aims to grow investment value and income over five years with lower risk than investing only in stocks. The portfolio is globally diversified, holding between 40% and 80% in shares of companies from various regions and industries. It also includes high-quality government and corporate bonds, convertible bonds or warrants, units in other funds, and cash. This balanced approach allows the fund to adapt to different market conditions by adjusting its allocation to equities, bonds, funds, and cash based on carefully selected long-term growth themes and economic trends.

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Tags:
bonds msci world global equities

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OTHER SHARE CLASSES OF THIS FUND

Sarasin IE Multi Asset - Dynamic (GBP) Class D Income Shares
Sarasin IE Multi Asset - Dynamic (GBP) Class D Income Shares Sarasin IE Multi Asset - Dynamic (GBP) Class D Income Shares
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Annual Return

-50%0%+50%

Risk level

110
0.11%GBP 54.10
Sarasin IE Multi Asset - Dynamic (GBP) Class I Income Shares
Sarasin IE Multi Asset - Dynamic (GBP) Class I Income Shares Sarasin IE Multi Asset - Dynamic (GBP) Class I Income Shares
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.11%GBP 52.33
Sarasin IE Multi Asset - Dynamic (GBP) Class A Accumulating Shares
Sarasin IE Multi Asset - Dynamic (GBP) Class A Accumulating Shares Sarasin IE Multi Asset - Dynamic (GBP) Class A Accumulating Shares Valor: 385746
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Annual Return

-50%0%+50%

Risk level

110
0.11%GBP 108.12
Sarasin IE Multi Asset - Dynamic (GBP) Class A Income Shares
Sarasin IE Multi Asset - Dynamic (GBP) Class A Income Shares Sarasin IE Multi Asset - Dynamic (GBP) Class A Income Shares Valor: 385743
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Annual Return

-50%0%+50%

Risk level

110
0.11%GBP 48.17
Sarasin IE Multi Asset - Dynamic (GBP) Class P Income Shares
Sarasin IE Multi Asset - Dynamic (GBP) Class P Income Shares Sarasin IE Multi Asset - Dynamic (GBP) Class P Income Shares
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Annual Return

-50%0%+50%

Risk level

110
0.11%GBP 52.21
Sarasin IE Multi Asset - Dynamic (GBP) Class F Accumulating Shares
Sarasin IE Multi Asset - Dynamic (GBP) Class F Accumulating Shares Sarasin IE Multi Asset - Dynamic (GBP) Class F Accumulating Shares
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.11%GBP 115.17
Sarasin IE Multi Asset - Dynamic (GBP) Class P Accumulating Shares
Sarasin IE Multi Asset - Dynamic (GBP) Class P Accumulating Shares Sarasin IE Multi Asset - Dynamic (GBP) Class P Accumulating Shares
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.11%GBP 119.50
Sarasin IE Multi Asset - Dynamic (GBP) Class I Accumulating Shares
Sarasin IE Multi Asset - Dynamic (GBP) Class I Accumulating Shares Sarasin IE Multi Asset - Dynamic (GBP) Class I Accumulating Shares
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.11%GBP 119.59
Sarasin IE GlobalSar - Dynamic (GBP) Class Z Accumulating Shares
Sarasin IE GlobalSar - Dynamic (GBP) Class Z Accumulating Shares Sarasin IE GlobalSar - Dynamic (GBP) Class Z Accumulating Shares
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.11%GBP 13.68
Sarasin IE Multi Asset - Dynamic (GBP) Class F Income Shares
Sarasin IE Multi Asset - Dynamic (GBP) Class F Income Shares Sarasin IE Multi Asset - Dynamic (GBP) Class F Income Shares
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.11%GBP 50.38