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the latest analysis of green and ethical investment


Sarasin New Power

Worldwise summary

  • A global equity fund investing in renewable energy
  • Invests in 50 to 80 stocks out of 216 in its investment universe
  • Does include gas companies in its investment universe, and invests in energy efficiency as well as renewable energy sources
  • Their sustainability analysis uses the Sarasin Sustainability Matrix ®. The SRI research is done in advance of the fund manager’s work and he can only choose from the list of sustainable-rated companies.

Fund summary

Sarasin New Power Fund invests mainly in equities and other equity securities. The fund invests primarily in companies that have a far-sighted and innovative approach to the use of energy and whose commitment to sustainability also takes into consideration environmental and social aspects. Special attention is paid to companies active in renewable energies such as wind, water, biofuels, solar and geothermal power.

This fund is authorised for distribution in Switzerland, UK, Luxembourg, Liechtenstein, Germany, Austria, Netherlands, Ireland, France, Italy, Belgium, Spain, Sweden, Denmark and Singapore.

Fund objectives

The investment objective is to achieve long-term capital growth through investments with a good risk spread. Investment is targeted at the entire value chain of the energy market, i.e. consulting, financing, suppliers, power generation and energy trading, as well as the leading customers and users who thereby help renewable energies to make a breakthrough.

Management

Arthur Hoffman - Fund Manager

Arthur joined Bank Sarasin in 2000 as Senior Portfolio Manager, previous to this he has worked at UBS, Arthur Andersen and is the President of a large Swiss pension fund. He holds an MBA from the University of St. Gall and has a Federal diploma in Financial Analysis and Asset Management.

Matthias Priebs - Deputy Fund Manager

Matthias joined Bank Sarasin in 2007 as Senior Portfolio Manager, previous to this he has worked in Portfolio Management for Bonds, Portfolio Management at Hevetia and at Tareno AG. He studied Business Administration at the University of Zurich and has a Federal diploma in Financial Analysis and Asset Management together with a Diploma Financial Planning Expert.


Ethical screens and 'informal screens'

There are no ethical screens applied to this fund.

Top Ten holdings

  • Wacker chemie ag
    4.34%
  • Gcl-poly energy hldgs ltd
    4.29%
  • Praxair inc
    4.02%
  • Ap moller-maersk a/s
    3.55%
  • Ingersoll-rand plc
    3.45%
  • Smith(a.o.)corp
    3.14%
  • Covanta hldg corp
    3.12%
  • Danaher corp
    2.86%
  • United parcel service inc
    2.84%
  • Renewable energy hldgs,
    2.69%

What are the risks?

Some of the information on this page and other related pages is provided to you for your information and is received from the Fund Management Company administering this fund. Worldwise Investor accepts no liability for the reliability or accuracy of the data provided by third parties. Read more about our data sources in our Terms & Conditions. Some performance differences between the fund and the benchmark may arise because the fund performance is calculated at a different valuation point from the benchmark.


Fund Performance

Further information

Website: http://www.sarasinsolutions.co…

Contact number: +44 (0) 20 7038 7159

Factsheet: click here (PDF)

Key facts

Theme: Clean Energy

Asset class: Equity

Launch date: 30 April 2007


Type Yield 1yr TRR TER Theme Facts Mgr Fav

Sector breakdown

Regional breakdown


The value of ethical and green investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks of investing. Our aim is to provide you with the best information we can to help you make decisions about ethical and green investments. It is not to advise you on the suitability of an investment to your personal circumstances. Nothing written on the site should be considered personal advice, nor do Blue & Green Tomorrow accept liability for any inaccurate information on the site. If you are unsure about the suitability of an ethical and green investment please contact Blue & Green Tomorrow or your financial adviser.

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