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J. Safra Sarasin Investment Foundation 2 (SAST2) – Investment Group Equities World ex Switzerland 2

The investment objective of this investment group is to achieve long-term growth in capital. Investments are made in equities worldwide, excluding companies domiciled in Switzerland. At least 75% of the investments are made in companies with market capitalisation exceeding USD 5 billion. These are typically large caps. Additional investments are made in attractive mid caps. Blue chips, i.e. companies with attractive business activities, strong market positions, positive (organic) growth, sustainable business models, a good reputation, solid and proven management success, robust balance sheets and high free cash flow, constitute the lion’s share of investments. Investments are made on a long-term horizon.
The investment group does not invest in companies that exhibit significant deficits in terms of environmental protection, relations with stakeholders or corporate governance based on the results of Bank J. Safra Sarasin’s sustainability analysis.
Relief of withholding tax on dividends from US equities
The “Equities World ex Switzerland 2” investment group can make use of a preferential withholding tax rule and receive dividends from US equities without the deduction of withholding tax. Unlike other investment groups or institutional funds, this enables withholding tax losses on US dividends to be avoided and the total dividend to be reinvested in full without delay.
Relief of Swiss stamp duty
Swiss stamp duty does not apply thanks to the use of a single investor fund that has been established exclusively for this investment group.