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Sarasin IE Multi Asset - Dynamic (USD) Class D Accumulating Shares header image

Sarasin IE Multi Asset - Dynamic (USD) Class D Accumulating Shares

Fund

ISIN IE00BJVXNC37 / Valor null

NAV (2025-12-12)
USD 168.41+0.59%

Sarasin IE Multi Asset - Dynamic (USD) Class D Accumulating Shares
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Sarasin IE Multi Asset Dynamic (USD) invests primarily in a broad range of global company shares, allocating between 40% and 80% of its portfolio to equities from various regions, sectors, and industries based on long-term growth and disruptive trends. In addition to stocks, the fund holds bonds, units in other Sarasin-managed funds, and cash, which can make up to 60% of the portfolio when needed to navigate challenging market conditions. This diversified approach aims to grow the investment value and income while maintaining a lower risk profile compared to investing solely in company shares.

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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 (USD) Class A Income Shares
Sarasin IE Multi Asset - Dynamic (USD) Class A Income Shares Sarasin IE Multi Asset - Dynamic (USD) Class A Income Shares Valor: 33797
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Annual Return

-50%0%+50%

Risk level

110
0.59%USD 75.78
Sarasin IE GlobalSar - Dynamic (USD) Class Z Income Shares
Sarasin IE GlobalSar - Dynamic (USD) Class Z Income Shares Sarasin IE GlobalSar - Dynamic (USD) Class Z Income Shares
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Annual Return

-50%0%+50%

Risk level

110
0.60%USD 13.45
Sarasin IE Multi Asset - Dynamic (USD) Class P Income Shares
Sarasin IE Multi Asset - Dynamic (USD) Class P Income Shares Sarasin IE Multi Asset - Dynamic (USD) Class P Income Shares
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Annual Return

-50%0%+50%

Risk level

110
0.59%USD 80.05
Sarasin IE Multi Asset - Dynamic (USD) Class I Accumulating Shares
Sarasin IE Multi Asset - Dynamic (USD) Class I Accumulating Shares Sarasin IE Multi Asset - Dynamic (USD) Class I Accumulating Shares
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Annual Return

-50%0%+50%

Risk level

110
0.59%USD 167.15
Sarasin IE GlobalSar - Dynamic (USD) Class Z Accumulating Shares
Sarasin IE GlobalSar - Dynamic (USD) Class Z Accumulating Shares Sarasin IE GlobalSar - Dynamic (USD) Class Z Accumulating Shares
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Annual Return

-50%0%+50%

Risk level

110
0.60%USD 14.84
Sarasin IE Multi Asset - Dynamic (USD) Class X Income Shares
Sarasin IE Multi Asset - Dynamic (USD) Class X Income Shares Sarasin IE Multi Asset - Dynamic (USD) Class X Income Shares
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.59%USD 77.04
Sarasin IE Multi Asset - Dynamic (USD) Class X Accumulating Shares
Sarasin IE Multi Asset - Dynamic (USD) Class X Accumulating Shares Sarasin IE Multi Asset - Dynamic (USD) Class X Accumulating Shares
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Annual Return

-50%0%+50%

Risk level

110
0.59%USD 154.20
Sarasin IE Multi Asset - Dynamic (USD) Class I Income Shares
Sarasin IE Multi Asset - Dynamic (USD) Class I Income Shares Sarasin IE Multi Asset - Dynamic (USD) Class I Income Shares
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.59%USD 82.34
Sarasin IE Multi Asset - Dynamic (USD) Class F Accumulating Shares
Sarasin IE Multi Asset - Dynamic (USD) Class F Accumulating Shares Sarasin IE Multi Asset - Dynamic (USD) Class F Accumulating Shares
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Annual Return

-50%0%+50%

Risk level

110
0.59%USD 159.80
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