Sarasin IE Multi Asset - Dynamic (GBP) Class P Income Shares header image

Sarasin IE Multi Asset - Dynamic (GBP) Class P Income Shares

Fund

ISIN IE00B88H7747 / Valor null

NAV (2025-01-16)
GBP 52.06+1.54%

Sarasin IE Multi Asset - Dynamic (GBP) Class P Income Shares
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
General Objective

The fund aims to grow over a rolling 5-year period through increases in investment value and income, with a lower risk profile than investing solely in company shares.

Fund Exposure

The fund invests between 40 and 80% in shares of companies worldwide, along with bonds, units in funds, and cash. It is actively managed, with investments selected based on long-term growth themes and disruption in global economies and industries.

Risks

Risks associated with this fund include potential losses from bond issuer failure, counterparty and settlement risk from derivative transactions, volatility from actively investing in derivatives, challenges in emerging markets, charges deducted from capital reducing growth potential, and bond liquidity risk in stressed market conditions.

Content summarized by AI chatbot
Source

https://sarasinandpartners.com/fund/sarasin-ie-multi-asset-dynamic-gbp/

Tags:
bonds msci world global equities

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

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
1.54%GBP 118.05
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
1.54%GBP 113.94
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
1.54%GBP 117.96
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
1.54%GBP 50.33
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.54%GBP 48.31
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.54%GBP 107.45
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
1.54%GBP 13.41
Sarasin IE GlobalSar - Dynamic (GBP) Class Z Income Shares
Sarasin IE GlobalSar - Dynamic (GBP) Class Z Income Shares Sarasin IE GlobalSar - Dynamic (GBP) Class Z Income Shares
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.54%GBP 12.02
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
1.54%GBP 52.17
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.54%GBP 53.80