Sarasin Responsible Global Equity Fund (GBP)

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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) 350 110 000

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 31 Mar 2025

Share (Sector)	Value (GBP)	% of fund
MSFT.US ()	24 857 810	7.10%
AMAZON.COM (Technology)	17 855 610	5.10%
ALPHABETINCA (Cyclical Goods & Services)	15 054 730	4.30%
MASTERCARD (Financial Services)	13 654 290	3.90%
NVIDIA (Technology)	13 654 290	3.90%
COLGATE (Retail)	12 954 070	3.70%
COMPASSGROUP (Cyclical Goods & Services)	12 603 960	3.60%
OTISWW (Goods & Services)	12 253 850	3.50%
LONDONSTOCKEX (Financial Services)	11 903 740	3.40%
CMEGROUPINC (Financial Services)	11 903 740	3.40%
TOTALS	146 696 090	41.90%