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Sarasin Responsible Global Equity Fund (GBP)
Sarasin Responsible Global Equity Fund (GBP)
Sarasin Investment Funds Ltd
Sarasin Responsible Global Equity Fund (GBP)
Regional Portfolio Structure(Semi-Annual Comparison)
Price
 
Ranking
Sector: Global-Equity-General
Size: (GBP) 351 870 000
 
Sector Rank: 149 out of 154
(lump sum over 3 years to 31 Aug 2025)
 
Overall Rank: 327 out of 491
(lump sum over 3 years to 31 Aug 2025)
 
R20000 invested on 31 Aug 2022 was worth R26 501 at 31 Aug 2025
(9.84% annual compound return)
 
R5000 per month since 31 Aug 2022 was worth R200 531 at 31 Aug 2025
(6.91% annual return compounded monthly)
 
Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.
 
Management
Tom Wildgoose
 
Focus and Objective
The Fund will carefully select investments and has free choice to select companies from any country/region, sector or industry. The Fund seeks to identify the long-term investment themes that drive growth and lead to disruption in global economies and industries, and will shape the world in which we live and invest. The Fund will select ethical (socially responsible) companies based on analysis of which are most likely to benefit from our themes, and are well placed to grow their revenues and cash flows as a result of them. The Fund will choose global themes which track long-term worldwide growth trends (rather than those relevant only to particular regions or markets). The Fund will avoid companies that are materially engaged in certain sectors, including the production or distribution of tobacco, alcohol, armaments, gambling, adult entertainment and the extraction of fossil fuels
 
Technical Overview
Benchmark: MSCI AC World Daily (Net TR)
Base currency: GBP Pricing system: Forward
Formation date: 01 Jun 2011
 
Top holdings on 30 Jun 2025
Share (Sector) Value (GBP) % of fund
MSFT.US () 29 908 950 8.50%
NVIDIA (Technology) 20 760 330 5.90%
AMAZON.COM (Technology) 20 408 460 5.80%
ALPHABETINCA (Cyclical Goods & Services) 14 426 670 4.10%
MASTERCARD (Financial Services) 13 371 060 3.80%
JPMORGAN (Financials) 13 019 190 3.70%
COMPASSGROUP (Cyclical Goods & Services) 12 315 450 3.50%
NETFLIXINC (Cyclical Goods & Services) 11 963 580 3.40%
COLGATE (Retail) 11 963 580 3.40%
LONDONSTOCKEX (Financial Services) 11 259 840 3.20%
TOTALS 159 397 110 45.30%

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