020 7189 9999

Mon to Fri 7.45am - 6.00pm
Sat 9.30am - 1.30pm

Bestinvest
Fund search

SARASIN AGRISAR A - Fund overview

No Bestinvest rating
Find rated specialist funds


Overview of SARASIN AGRISAR A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SARASIN AGRISAR A does not fall into either of these categories at present.

Standard Initial Charge

5.00% 2.00%

Invest via Bestinvest to save 3.00%
Buy as ISA  |  Buy as Unit Trust

Fund summary

Sector  Specialist
Product type  OEIC
Launched  March, 2008
Size  £152m
Yield 1.3%
Charging basis  –
Dividends paid  –
Bid price(inc) 107.10p
Bid price(acc) 108.60p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 2.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.74%
Reduction in yield (10yr) 1.94%

Bestinvest says


Given the long term nature of the changes in the sector driven demographic changes taking a long term approach to the sector has much to commend it. Agricultural indices tend to have a high percentage of US stocks so the focus on emerging markets means that they are of no relevance to this fund. Despite this Bouchers performance is in line with the sector since launch.

Portfolio

sarasin agrisar a asset allocation illustration
Allocation Proportion
Equity 95%
High yield bonds
Quality bonds
Property
Commodities 0%
Hedge
Fund cash 5%
sarasin agrisar a equity geographic illustration
Allocation Proportion
UK 13%
Europe 30%
Nth America 29%
Japan 3%
Pacific 9%
Other Equity 16%
sarasin agrisar a equity capitalisation illustration
Allocation Proportion
Large Caps 35%
Mid Caps 31%
Small Caps 34%

Investment process


The manager will identify major themes that are likely to persist for at least 18 months and then look for companies that are the most geared into this. This tends to mean focusing on the lowest cost producers who have pricing power in their local markets or in the case of Agribusiness for example, companies that produce technology that is market leading. This comparative advantage must constantly be sustained and improved upon: this is one aspect that the manager focuses on specifically.
In identifying these long term trends the manager is fortunate to have access to research conducted by Radobank which is currently the only remaining AAA rated bank worldwide due to the fact that they are the worlds biggest commercial agriculture investors.
Boucher also has a very broad investment opportunities spectrum which includes healthcare. An example of an investment in this area might be the combat of obesity or diabetes.

The value of your investments and the income from them can go down as well as up and you can get back less than you originally invested. Any yields quoted cannot be taken as a reliable indicator of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

Version: 4.0.43