J. Safra Sarasin Investment Foundation (SAST) – Investment Group Sustainable CHF Bonds
The investment group is suitable for investors seeking reasonable yields and low volatility without exposure to currency risks, and who, as far-sighted investors, want consideration to be given to environmental and social risks and opportunities.
This investment group invests in bonds denominated in Swiss francs (CHF). The fund focuses on the bonds of public-sector issuers, as well as those of selected organisations and corporations, on condition that they have at least an investment grade rating.
The investment policy is based on Bank J. Safra Sarasin's ground-breaking sustainability concept. When assessing public-sector issuers, our analysis looks at both the absolute and relative (i.e. efficient) consumption of environmental, social and human resources.
In the case of organisations, our analysis examines the purpose, the deployment of resources and the sustainable performance record, while the focus with companies is on the sustainability of the industry itself and the quality of the company's sustainability management compared with the sector as a whole. We also incorporate the analysis of J. Safra Sarasin’s Institutional Asset Management team, in particular with respect to credit analysis and duration positioning.