J. Safra Sarasin’s Flagship Fund Rebranded in Line with ESG Strategy

November 8, 2019 | ESG and Sustainability

Private banker and wealth manager J Safra Sarin have renamed their flagship fund ‘JSS OekoSar Equity – Global’ to ‘JSS Sustainable Equity – Global Thematic.’

The name change to JSS Sustainable Equity – Global Thematic reflects the fund’s ESG investing strategy.  Further, it includes all of the factors relating to ESG – environment, social, and governance.

“The change in name reflects the fund’s scope,” said Oliver Cartade, head of Trading, Treasury & Asset Management Division. “We are pleased to see the increased interest of clients in the ESG investment strategy, as evidenced by the recent increase in assets under management.”

Fund returns and statistics

The fund launched in September 2005. Its assets are invested in securities of companies that show long-term commitment above and beyond national and international standards and make a substantial contribution in environmental and social terms, whether indirectly or directly, to a variety of stakeholder groups (including employees, clients, and society).

It is now the latest fund to use the naming style of J. Safra Sarasin’s sustainability fund range.

Trailing returns (in GBP) of JSS Sustainable Equity – Global Thematic were as follows as on November 6, 2019:

YTD        23.36

3 Years Annualised          13.53

5 Years Annualised          10.47

10 Years Annualised       8.33

Giles Money has managed the fund since 01/12/2016.

Its current top five holdings are Microsoft Corp, eBay Inc, Medtronic plc, Welbilt Inc and Amazon.com Inc.

According to Cartrade, the fund reflects the asset manager’s “long history of sustainable investment expertise.”

Further, that combines well with their “successful multi-thematic investment philosophy,” he adds.

[Related Story: Credit Suisse To Include ESG Criteria in Fund Assets Worth CHF 100 Billion By 2020 ]

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