Our Junior ISA
Defensive Fund
Aiming to provide a steady income with some capital growth that outpaces inflation (CPI) over a rolling five-year period, after charges.
Apply Now Transfer NowAims to achieve steady capital growth over the medium to long term by following a defensive investment strategy.
Peer Group: IA Mixed Investment Sector 0-35%
Benchmark: CPI
Investment Approach
This fund primarily focuses on stability, typically investing 40% to 80% in fixed interest securities, either directly or indirectly. During times of market uncertainty, the fund may hold more cash to manage risk.
It can also invest in global equities, money market instruments, and other transferable securities, as well as gain exposure to alternative investments such as commodities, loans, hedge funds, private equity, and property. These indirect investments are made through collective investment schemes or exchange-traded funds (ETFs).
AN INVESTMENT PARTNER YOU CAN TRUST Sarasin & Partners is a global investment manager that invests for a wide range of clients. These include intermediaries, charities, institutions, pension funds and private clients, from the UK and around the world. Established in 1983, Sarasin operate as a partnership, with local management owning 40% of the equity of the firm. The remainder is owned by Bank J Safra Sarasin, a leading sustainable Swiss private bank founded in 1841. In addition to their responsible ownership approach, investment philosophy is built on the following pillars:
THEMATIC Sarasin’s philosophy is to identify powerful and inexorable global trends that are shaping tomorrow’s world. They then target investments that can give meaningful exposure to these themes over the long term (five years or longer).
GLOBAL They invest with a global view, seeking out the world’s best.
