J. Safra Sarasin Investment Foundation (SAST) – Investment Group LPP Yield
The LPP Yield investment group is suitable for investors with a minimum investment horizon of one year. Thanks to the low strategic equities quota of 15% and the market driven addition of Swiss Franc Bonds Dynamic Hedge, the portfolio has a very low risk exposure and therefore offers relatively good capital security. The tactical equities quota varies between 10% and 20%, depending on the manager’s current view of the market. The portfolio’s asset allocation is primarily created with the help of the institutional funds of Bank J. Safra Sarasin (fund-of-funds). The manager strives to outperform the benchmark index through active management of the investment strategy and stock selection.