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Sarasin Food and Agriculture Opportunities P

Bestinvest LogoGrowth fund invested in agricultural sector around the globe.

PRICE (INC)

194p

PRICE (ACC)

226.5p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.75%

ONGOING CHARGE

0.99%

YIELD

0.9%

1 YEAR
-12.62%

Prices as at 17 Aug 2022.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The fund manager takes a very long term view on the sector and is seeking to invest in stocks that will significantly out perform others in the sector on a 3 or 5 year basis or perhaps longer. The objective to achieve capital appreciation over the long term. The manager takes little notice of the benchmark when making investment decisions. The exposure to Emerging Markets is therefore normally considerably much higher than his peers.

Fund summary

SectorSpecialist
StructureOEIC
LaunchedOctober 2012
Size£211m
Yield0.9%
Charging BasisCapital
Dividends paid28 Feb, 31 Aug

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.75%
Ongoing Charges Figure0.99%

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