J. Safra Sarasin Investment Foundation (SAST) – Investment Group LPP Sustainability
The LPP Sustainability investment group is suitable for pension fund members seeking income who are prepared to accept the risk of fluctuations within a certain bandwidth and as farsighted investors are keen to take into consideration both environmental and social aspects. Asset allocation is based on the economic criteria of Bank J. Safra Sarasin’s Sustainable Investment team and is primarily implemented with the help of the other sustainable investment groups in the J. Safra Sarasin Investment Foundation (fund-of-funds). Stock selection takes into account not only financial also environmental and social criteria. Because of the intended high equities quota, there may be correspondingly large fluctuations in the value of the portfolio’s investments. The equities bandwidth is between 25% and 50%, and the strategic equities quota is around 38%. While investors may benefit from a positive performance, they may also suffer losses if performance is negative.