Sarasin Responsible Global Equity Fund (GBP)

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Sarasin Responsible Global Equity Fund (GBP)

Sarasin Responsible Global Equity Fund (GBP)

Sarasin Investment Funds Ltd
	Sarasin Responsible Global Equity Fund (GBP)
		Regional Portfolio Structure(Semi-Annual Comparison)

Price

Ranking

Sector:	Global-Equity-General
Size:	(GBP) 351 870 000

Sector Rank:	144 out of 155
(lump sum over 3 years to 31 Oct 2025)

Overall Rank:	328 out of 493
(lump sum over 3 years to 31 Oct 2025)

R20000 invested on 31 Oct 2022 was worth R26 398 at 31 Oct 2025
(9.69% annual compound return)

R5000 per month since 31 Oct 2022 was worth R197 249 at 31 Oct 2025
(5.87% annual return compounded monthly)

Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.

Management
Tom Wildgoose

Focus and Objective
The Fund will carefully select investments and has free choice to select companies from any country/region, sector or industry. The Fund seeks to identify the long-term investment themes that drive growth and lead to disruption in global economies and industries, and will shape the world in which we live and invest. The Fund will select ethical (socially responsible) companies based on analysis of which are most likely to benefit from our themes, and are well placed to grow their revenues and cash flows as a result of them. The Fund will choose global themes which track long-term worldwide growth trends (rather than those relevant only to particular regions or markets). The Fund will avoid companies that are materially engaged in certain sectors, including the production or distribution of tobacco, alcohol, armaments, gambling, adult entertainment and the extraction of fossil fuels

Technical Overview
Benchmark:	MSCI AC World Daily (Net TR)
Base currency:	GBP	Pricing system:	Forward
Formation date:	01 Jun 2011

Top holdings on 30 Jun 2025

Share (Sector)	Value (GBP)	% of fund
MSFT.US ()	29 908 950	8.50%
NVIDIA (Technology)	20 760 330	5.90%
AMAZON.COM (Technology)	20 408 460	5.80%
ALPHABETINCA (Cyclical Goods & Services)	14 426 670	4.10%
MASTERCARD (Financial Services)	13 371 060	3.80%
JPMORGAN (Financials)	13 019 190	3.70%
COMPASSGROUP (Cyclical Goods & Services)	12 315 450	3.50%
NETFLIXINC (Cyclical Goods & Services)	11 963 580	3.40%
COLGATE (Retail)	11 963 580	3.40%
LONDONSTOCKEX (Financial Services)	11 259 840	3.20%
TOTALS	159 397 110	45.30%