Sarasin IE Sustainable Equity Real Estate Global (USD)
Worldwise summary
- An ethically screened, global property fund
- Invests in 50 to 80 different stocks out of a potential 175 stocks which are relevant to the fund’s universe
- Their sustainability analysis uses the Sarasin Sustainability Matrix ®.
Fund summary
The fund invests in a globally diversified selection of listed shares of companies whose business is concentrated on the real estate sector and which also give consideration to environmental and social factors as part of their sustainable business development. This includes companies whose activity involves the acquisition, development and use of land, or companies that own land and buildings as a vehicle for generating most of their income. This also includes closed REITs (Real Estate Investment Trusts) or other comparable property management companies.
Fund objectives
Management
Guy Mountain - Fund Manager
Guy gained two and a half years' experience at Cazenove, before joining Sarasin in 1999 to work on private client and institutional accounts. In July 2006 Guy moved over to work on the Global Real Estate team, and took over the fund management responsibilities on 1st July 2010.
Geoffery Armstrong - Real Estate Analyst
Geoffrey joined Deloitte from University and worked there from September 2005 to March 2008, working as an auditor with clients focused in the European Real Estate Sector. He joined Sarasin in April 2008.
Ethical screens and 'informal screens'
This fund has 6 full or informal screens applied:To find out more about ethical screens, click here.
Top Ten holdings
- Simon property group inc8.41%
- Mitsubishi estate co7.12%
- Boston properties inc5.80%
- Mitsui fudosan5.33%
- Udr inc4.11%
- Vornado realty trust usd0.043.74%
- Hysan development3.65%
- Hcp inc3.30%
- Digital realty trust inc com stk usd3.21%
- Unibail eur 130 p jun 12,2.87%
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
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Fund Performance
Further information
Website: http://www.sarasinsolutions.co…
Contact number: +44 (0) 20 7038 7159
Factsheet: click here (PDF)
Latest fund news
news Interview with Adam Frost, Head of ESG Research at Sarasin & Partners
By Arabella Murphy on 4 July 2012 Fund News
Related articles
news Armaments: Sarasin & Partners Responsible Investment Research
By Louise Fallon on 12 December 2011 Thematic News
news Corruption - Sarasin & Partners Responsible Investment Research
By Adam Frost on 5 October 2011 Thematic News
In the Press
Key facts
Theme: n/a
Asset class: Property
Launch date: 6 January 2006
| Type | Yield | 1yr TRR | TER | Theme | Facts | Mgr | Fav |
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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.