Sarasin Multi Asset Strategic

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Sarasin Multi Asset – Strategic Fund Class P Accumulation Shares

Category GBP Allocation 40-60% Equity

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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

189.70p

arrow-down-1.60p (-0.84%)

Fund Code

SASTA

B8DPZ13

GB00B8DPZ138

Prices updated as at 04 Apr 2025
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Prices in GBX

Investment objective
The manager seeks to grow the Fund (through increases in investment value and income) in real terms over a rolling 5-year period after deducting fees and costs. To grow in real terms, the Fund must increase in value after outperforming the rate of inflation. The manager measures inflation using the Consumer Prices Index (CPI). The manager invests between 20 and 60% of the Fund in the shares of companies from around the world. The manager will also invest in bonds, units in funds (including those managed by Sarasin) and cash, and the manager may hold up to 80% of the Fund in these assets when we deem it appropriate in order to manage difficult market conditions.

Morningstar RatingTM (relative to category)

YearMorningstar returnMorningstar riskMorningstar rating
3 - yearLowAbove Average
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5 - yearLowBelow Average
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10 - yearAverageBelow Average
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OverallBelow AverageBelow Average
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Mar 2025

Ratios1 year3 years5 years
-3.00-5.12-4.37
1.061.011.03
-0.84-1.75-1.37
70.9686.7184.03
-0.47-0.65-0.06
7.038.348.14
3.782.993.26


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