J. Safra Sarasin Investment Foundation (SAST) – Investment Group LPP Sustainability Income
The LPP Sustainability Income investment group has been launched especially for pension fund members that are exposed to comparatively minor fluctuation risks, want to achieve a steady income flow 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). The investment group has a strategic equities quota of 25% and a bandwidth of 10-35%. When equity markets are moving upwards, the manager attempts to achieve a higher return than the benchmark index (equities quota of 25.43%) by overweighting the proportion of equities up to a maximum of 35%. When equity markets move downwards, the manager seeks to minimise losses by reducing the equities quota to as low as 10%. While investors may benefit from a positive performance, they may also suffer losses if performance is negative.