Sarasin Food & Agriculture Opportunities Z Inc

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Quick Stats

Bid Price - Offer Price -
Mid Price GBX 1,024.00 Day Change GBX -9.00 (-0.87%)
Price Date 13 Sep 2019 Crown Rating 5
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 406,604,259.14
Launch Date 31/03/2008 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BKB1DQ82 Min TopUp (£) 0.00

Fund Objective

The Fund seeks to provide growth (through increases in investment value and income) over a rolling five-year period through investment in companies from around the world which have exposure to food and agriculture sectors.

Fund Managers

Henry Boucher

Henry is a fund manager and Deputy Chief Investment Officer. Henry started his career in fund management in 1983. Specialising in multi-asset and global equity fund management, he has managed a wide variety of funds, including unit trusts, pension funds, life funds and charity endowments. He is Chairman of the Sarasin & Partners Investment Strategy Group, responsible for defining the long-term thematic investment landscape. Henry is Deputy Chief Investment Officer, focused on global equities and with expertise in Sustainable investment. He is also responsible for managing one of the firm’s specialist thematic investment strategies, Food & Agriculture Opportunities. Henry is a Fellow of the Chartered Institute of Securities and Investment.

Jeneiv Shah

Jeneiv began his investment career in 2008 at Mirae Asset Global Investment as an Emerging Market Analyst. Prior to joining Sarasin and Partners in 2017 he worked at T Rowe Price as an International Equity Analyst for 7 years. Jeneiv is Deputy Portfolio Manager for Sarasin Food and Agriculture Opportunities and is also an analyst covering Global Food and Agriculture stocks.

Fund Performance

Cumulative Performance

Discrete Performance

No data available

Top 10 Holdings

Name Weight
TREASURY WINE ESTATES LTD 5.60%
DEERE & CO 4.60%
DSM NV 4.50%
MOWI ASA 4.10%
ARAMARK 4.00%
CHINA MENGNIU DAIRY CO 4.00%
NUTRIEN LTD 3.40%
GENUS 3.20%
LEROY SEAFOOD GROUP 3.20%
OCADO GROUP PLC 3.20%

Asset Breakdown

Name Weight
Equities 93.10%
Money Market 4.70%
Property 2.10%

Region Breakdown

Name Weight
Europe ex UK 20.80%
Global Emerging Markets 12.30%
Japan 1.60%
North America 32.90%
Pacific ex-Japan 8.70%
UK 23.70%

Sector Breakdown

Name Weight
Consumer Discretionary 18.30%
Consumer Staples 39.00%
Health Care 5.20%
Industrials 12.70%
Materials 24.80%