fund

SARASIN FOOD AND AGRICULTURE OPPORTUNITIES A

Growth fund invested in agricultural sector around the globe.

PRICE (INC)

156.1p

PRICE (ACC)

179p

INITIAL CHARGE

5%

0%

ANNUAL MANAGEMENT CHARGE

1.5%

ONGOING CHARGE

1.73%

YIELD

1.3%

1 YEAR

-9.48%

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Prices as at 01 Dec 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The Manager seeks to grow the Fund (through increases in investment value and income) over a rolling 5 year period after deducting fees and costs. The Manager invests at least 80% of the Fund in companies from around the world. The Fund invests mainly in the shares of companies, but may also invest in other funds (including those managed by Sarasin), exchange traded funds (funds which can be traded on major stock exchanges similarly to a company share) and exchange traded commodities (which track the performance of a commodity index).

Fund summary

Sector	Specialist
Structure	OEIC
Launched	March 2008
Size	£134m
Yield	1.3%
Dividends paid	February, August

Charges

Standard Initial Charge	5%
Initial Charge Via BestInvest	0%
Additional Bid/Offer Spread	0%
Annual Management Charge	1.5%
Ongoing Charges Figure	1.73%

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 information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning