Our Junior ISA
Balanced Fund
Designed to offer both income and capital growth, aiming to outperform inflation (CPI) by 2% over rolling five-year periods, after charges.
Apply Now Transfer NowDesigned to achieve a balance between capital growth and income over the medium to long term.
Peer Group: IA Mixed Investment Sector 40-85%
Benchmark: CPI +2%
Investment Approach
This fund typically allocates 40% to 80% to a mix of global equities and fixed interest securities. In times of market uncertainty, the fund may shift its focus, holding more fixed interest securities or cash to manage risk.
It also invests in money market instruments, other transferable securities, and near-cash assets, with additional exposure to alternative investments like commodities, loans, hedge funds, private equity, and property. These investments are made indirectly through collective investment schemes or 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.
