Sarasin IE Multi Asset - Dynamic (USD) Class A Accumulating Shares
ISIN IE00B5LQMV64 / Valor 33799
Sarasin IE Multi Asset - Dynamic (USD) Class A Accumulating Shares
UMushroom community rating:
General Objective
The fund aims to grow over a rolling 5-year period with a lower risk profile than investing solely in company shares, seeking increases in investment value and income after deducting fees and costs.
Fund Exposure
The fund will invest between 40% and 80% in company shares from around the world, as well as in bonds, units in funds, and cash. It may hold up to 60% in these assets during difficult market conditions. The fund has the flexibility to select investments from any country/region, sector, or industry based on long-term investment themes driving growth and disruption in global economies.
Risks
Investors should be aware that the fund may not be suitable for those planning to withdraw their money within 5 years. Additionally, the fund may be exposed to risks associated with investing in debt securities with a rating below BBB, as well as risks related to the use of derivatives for maintaining value and managing investment risk. The Investment Manager also considers environmental, social, and governance issues in security selection, which may introduce sustainability risks.
Source
https://sarasinandpartners.com/fund/sarasin-ie-multi-asset-dynamic-usd/
Ratings & reviews
OTHER SHARE CLASSES OF THIS FUND
