Fund in Focus
This month’s fund in focus is the Sarasin Food and Agriculture Opportunities Fund. The main objective of this fund is to provide growth over a rolling five-year period from investment in companies from around the world, which are exposed to the food and agriculture sector. The fund has a strong ESG focus and excludes companies involved in unsustainable food production practices.
Attractive investment features of this fund include:
- Strengthened by continuously changing trends – Due to the ever-increasing world population, along with consumer incomes and dramatically changing diets the global food economy is consistently growing
- An attractive risk-reward profile – the fund has delivered an annualised return of c.10% over the past five years at a lower volatility level than the equity market as a whole.
- Differentiated from other global funds – providing access to a good geographic diversification of investments around the world (38% North America, 26% Europe and 36% elsewhere). It also has a significant diversification of investments among the sub sectors of Food and Agriculture, including Processors 38%, Retail 27% and Equipment 15%.
As always, you should only consider the investment views contained in this Market Insights update in the context of your own attitude to risk and how such choices might impact your Asset Allocation model. Should you wish to discuss your investment portfolio, please contact Harvest Financial Services on 01 2375500 or email justask@harvestfinancial.ie.