J. Safra Sarasin Investment Foundation (SAST) – Investment Group Sustainable Swiss Equities Small & Mid Caps
The investment group bases its investments on the SPI Extra Index (SPI EX), which includes all stocks from the Swiss Performance Index (SPI) except for large cap blue chips of the Swiss Market Index (SMI).
Equity investments are selected using a combination of sustainability and financial analysis. The investment process helps, on the one hand, to identify firms that benefit from ESG* opportunities and, on the other, to rule out firms that do not have their ESG risks fully under control.
The integration of sustainability criteria into the overall analysis facilitates a more comprehensive understanding of a company. The maximum overweight of a position relative to the benchmark should not exceed 5%.
Swiss small & mid caps stocks are suitable as an addition for investors with a medium- to long-term investment horizon. Moreover, the investment is designed for sustainability-oriented investors that place importance on a sustainability performance.
*ESG = Environment, Social, Governance