Sarasin Sustainable Equity Global Real Estate

A fund that invests in ethically screened securities of real estate companies globally with a focus on sustainable buildings.

The fund will invest in the securities of real estate companies globally, with a view to benefit from the long-term trends impacting real estate development and management, including climate change, scarcity of resources, demographic changes and urbanisation. To play these trends, the fund invests in companies that take ecological and social sustainability issues into account in their business operations with a particular focus on the reduction of energy consumption and greenhouse gas emissions.

We like the fund as it gives us access to the real estate asset class, which is otherwise unable to invest in within a sustainable framework, as well as having a well-resourced team that has strong expertise within property.

Fund type Offshore FCA
Asset class Property
Sector Global Property
Managed by Simon Rivett-Carnac & Raymond Lahaut
Held in EQ PortfoliosPIP Balanced Plus
PIP Balanced
PIP Cautious
PIP Cautious Plus
PIP Adventurous Plus
PIP Adventurous
PIP High Octane
PIP Balanced O/S
PIP Cautious O/S
PIP Adventurous O/S
PIP Defensive
PIP All Equity O/S

Manager Profile

Raymond is primarily responsible for the management of the Listed Global Real Estate Funds and mandates and has over 18 years of investment experience. Prior to joining Sarasin & Partners in 2018, he worked in London for Thames River Capital LLP and Portland Capital LLP. Raymond has also worked in Switzerland and the Netherlands.

Simon gained over 6 years’ experience at Cazenove, analysing the property sector before joining Sarasin where he founded the real estate funds. Simon Is Fund Partner for a mixture of charity, private and institutional accounts.

Fund performance

Sarasin & Partners

Sarasin & Partners is a London-based specialist asset management firm. The firm is 54% owned by Bank Sarasin and 46% owned by staff in the London office. Founded in 1841, Bank Sarasin is one of Switzerland’s leading private banking institutions, and is part of the Sarasin group, headquartered in Basel, Switzerland.

For 25 years, Sarasin & Partners has specialised in managing multi asset mandates, with the global thematic equity process at the heart of their efforts for all clients.