Sarasin New Power
- 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 summarySarasin 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.
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.
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 ag4.34%
- Gcl-poly energy hldgs ltd4.29%
- Praxair inc4.02%
- Ap moller-maersk a/s3.55%
- Ingersoll-rand plc3.45%
- Covanta hldg corp3.12%
- Danaher corp2.86%
- United parcel service inc2.84%
- 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.
Latest fund news
In the Press
Theme: Clean Energy
Asset class: Equity
Launch date: 30 April 2007
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