J. Safra Sarasin Investment Foundation (SAST) – Investment Group LPP Sustainability Income
Bank J. Safra Sarasin is a market leader and trendsetter in the field of sustainable investing as it has been a pioneer in analysing the correlations between the economy, ecology and social aspects and developing corresponding investment solutions. The LPP Sustainability Income investment group was launched specifically for pension schemes that aim to take relatively low fluctuation risks and generate balanced returns, while taking ecological and social criteria into consideration as far-sighted investors. Its asset allocation is based on the economic requirements of Bank J. Safra Sarasin’s sustainable investment approach and is realised using other sustainable investment groups of the J. Safra Sarasin Investment Foundation.
The investment group has a strategic equity allocation of 25% with a fluctuation band of 10-30%. When equity markets rise, an enhanced return relative to the benchmark is targeted by overweighting the equity allocation by up to 30%. When equity markets fall, losses are minimised by reducing the equity allocation to 10%.