FUNDS - Sarasin Sustainable Equity - Real Estate Global B
Last update on: 20/11/2014

Fundname
Sarasin Sustainable Equity - Real Estate Global B

Investment trust
Sarasin Investmentfonds SICAV

Fund data (Real Estate Fund)

   
Fund size

(as of 31/10/2014)

25.05 mil. EUR
ISIN LU0288928376
Fund price (as of 20/11/2014)
Offer 143.19 Euro
Bid n.s.

* in relation to accumulation unit

Growth (as of 20/11/2014) *

   
5 Years 76.82 %
3 Years 54.19 %
1 Year 19.47 %
Current year 21.57 %
Benchmark S&P Developed BMI Property TR Index

* in Euro (€)

Master data
ISIN LU0288928376
Launch date 02/04/2007
Available in LU, CH, AT, UK, IR, DE, LI, NL, FR, IT, BE, ES, SE, DK
Fund type Real Estate Fund
Kind of fund Sustainability and ethical funds / Sustainability fund
Aim of investment The investment objective of the Sarasin Sustainable Equity - Global Real Estate is a long-term capital growth.
Investment strategy The Fund invests worldwide in listed equities and equity securities of companies whose activities are largely centered on the real estate sector and whose business includes environmental and social sustainability aspects. Of particular importance is the reduction of energy consumption and greenhouse gas emissions. Also a good relation of business with the various stakeholders is expected. Some business activities may be excluded. Companies are considered as part of the real estate sector if they carry out the development, redevelopment and use of land or companies that have to achieve a main part of their income ownership of land and real estate.
Investment process Investment in the respective industry leaders who use environment and socially acceptable management as a strategic opportunity and therefore have commercial success. Analytical approaches are for the ecological perspective the life-cycle approach and eco-efficiency, and for the social perspective the stakeholder group concept. The overall rating of a company (and thus the rank in the Sarasin Sustainability Matrix) is composed of these companie ratings combined with an independent assessment and evaluation of the sector.
Positive criteria Above-average performance in environmental strategy, environmental management system, product and service production, products and services; Eco-efficiency criteria in the consideration of product life cycle are those of the WBCSD; Above-average performance in social strategy, social management and dealing with the stakeholders.
Excluding criteria none
Research done by Bank J. Safra Sarasin Ltd
 

This fund profile is aligned with the fund company.

 

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