Sarasin AgriSar

Worldwise summary

AgriSar invests in the equity of companies operating in the food and agricultural value chain
Invests in 50 to 70 stocks out of a potential universe of around 700
AgriSar is managed in line with Sarasin & Partners’ thematic investment process which targets early identification of companies from across the world that are outstanding beneficiaries of change, and will consequently be re-rated and outperform the market

Fund summary

The AgriSar fund invests in companies operating in the food and agricultural value chain. The spectrum of investable stocks stretches from land owners and agricultural inputs at one end to food retailers and restaurants at the other. AgriSar does not seek to invest in the short term fluctuations of crop prices but rather in the long term requirement to increase the volume of food available to the consumer.

Fund objectives

The AgriSar Fund will target capital appreciation from a diversified portfolio of investments in agriculture and its associated sectors. With constrained supply and growing demand, it is inevitable that both volumes and agricultural productivity will have to rise. AgriSar aims to capture the most attractive opportunities from this powerful theme on a global basis, opening up a new diversified asset class for investors.

Management

Henry Boucher - Fund Manager and Deputy Chief Investment Officer

Henry started his career in finance in 1983. Specialising in asset allocation and equity fund management, he has managed a wide variety of funds, including unit trusts, pensions, life funds and charities. He is also a co-author of the Sarasin Compendium of Investment for Charities, a reference book for trustees published annually, which covers all the major asset classes and is designed to put investment trends in a longer-term context.

Mark Whitehead - Fund Manager

Mark started his career in the City in 1999, he worked as a stockbroker with Gerrard Group. Mark joined Sarasin in February 2001 to assist the private client department and moved over to the Global Balanced and Absolute Return team in March 2005, becoming Fund Manager of Sarasin International Equity Income Fund in September 2007. He is a member of the Securities Institute and an SFA Securities and Derivative representative.

Ed Bailey - AgriSar Analyst

Ed provides research coverage for companies in the global food and agricultural space with a focus on the AgriSar fund. He has been in this role at Sarasin now for over 3 years. Prior to this, he spent 2 years in the equity sales team at Goldman Sachs following his graduation from Durham University with a BSC in Zoology. He has a CFA Level III Certificate.

Ethical screens and 'informal screens'

At Sarasin & Partners we believe that there are a number of factors and practices that inhibit the ability of the food and agriculture industry to feed the world sustainably. As investors, we feel we must consider the long term viability of companies operating in an unsustainable manner and the potential impact of likely future legislation. In our investment process we consider the nature of the environmental and social issues we consider the most pressing, some of the relevant initiatives that already exist, and the potential impact on portfolio construction and performance.

Top Ten holdings

Yum brands inc
4.10%
Syngenta ag
3.90%
Dairy farm international hldgs
3.70%
Universal robina corp
3.40%
Petra foods limited
3.30%
Charoen pokphand enterprises
3.20%
Uralkali jsc
3.10%
Unilever
3.10%
Agco corp
3.00%
Potash corp of saskatchewan inc,
3.00%

What are the risks?

Some of the information on this page and other related pages is provided to you for your information and is received from the Fund Management Company administering this fund. Worldwise Investor accepts no liability for the reliability or accuracy of the data provided by third parties. Read more about our data sources in our Terms & Conditions. Some performance differences between the fund and the benchmark may arise because the fund performance is calculated at a different valuation point from the benchmark.

Get investment advice

Speak to a specialist adviser for help in choosing the right green or ethical investment.

Request contact

or call 020 7812 1460

Fund Performance

Further information

Website: http://www.sarasinsolutions.co…

Contact number: +44 (0) 20 7038 7159

Factsheet: click here (PDF)

Asset class: Equity

Launch date: 31 March 2008

		Type		Yield		1yr TRR	TER	Theme					Facts	Mgr	Fav

Sector breakdown

Regional breakdown

The value of ethical and green investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks of investing. Our aim is to provide you with the best information we can to help you make decisions about ethical and green investments. It is not to advise you on the suitability of an investment to your personal circumstances. Nothing written on the site should be considered personal advice, nor do Holden & Partners accept liability for any inaccurate information on the site. If you are unsure about the suitability of an ethical and green investment please contact Holden & Partners or your financial adviser.