J. Safra Sarasin Investment Foundation (SAST) – Investment Group LPP Sustainability Income
The LPP Sustainablity Income investment group is suitable for investors with a minimum investment horizon of five years, who additionally want to take into account ecological and social aspects as far-sighted investors. Asset allocation is based on the economic criteria of Bank J. Safra Sarasin's Sustainable Investment.
The strategic equities quota is 25%. The tactical equities quota varies between 10% and 35%, depending on market assessment. In addition, the portfolio holds a strategic share of 12% in real estate investments. The investment group invests in direct investments and funds according to the principle of open architecture in order to select the best investments. An investment process based on disciplined economic cycle analysis enables adaptation of the allocation to the prevailing market environment, resulting in superior long-term returns.