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J. Safra Sarasin Investment Foundation (SAST) – Commodities ex Agro/Livestock

Investment objective and investment policy
The “Commodities ex Agro/Livestock” investment group of the J. Safra Sarasin Investment Foundation invests in commodities that are traded on international futures markets, excluding agricultural goods and livestock. The investment objective of this investment group is to achieve long-term asset growth by participating in selected commodity futures markets, while simultaneously mitigating investment risk using a systematic investment process.The obligations undertaken by using commodity futures and fx forwards are continuously covered by near-money assets. As a result, exposure to commodities is limited to a maximum of 100% of the fund's net assets. The Swiss franc (CHF) is the invoicing currency for this share class. The currency risk of investments that are not in Swiss francs is largely hedged against CHF.
Commodities ex Agro/Livestock – an attractive asset class
The “Commodities ex Agro/Livestock” investment group allows efficient and cost-effective access to the global commodity markets. As economies become increasingly developed and wealth levels rise, demand for commodities will continue to grow and heighten the scarcity of supply. This situation is additionally exacerbated in the energy and metal sectors, as reserves are gradually becoming depleted and it takes a large amount of time and capital to build new infrastructure. This investment category is highly suitable for portfolio diversification purposes given its limited correlation to other asset classes. Investments in commodities offer solid protection from inflation as they constitute investments in real assets.