Sarasin Multi Asset Strategic

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Sarasin Multi Asset – Strategic Fund Class P Income Shares

Category GBP Allocation 40-60% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

136.60p

arrow-up0.60p (+0.44%)

Fund Code

SASTI

B7V4BG2

GB00B7V4BG27

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The manager seeks to grow the Fund (through increases in investment value and income) in real terms over a rolling 5-year period after deducting fees and costs. To grow in real terms, the Fund must increase in value after outperforming the rate of inflation. The manager measures inflation using the Consumer Prices Index (CPI). The manager invests between 20 and 60% of the Fund in the shares of companies from around the world. The manager will also invest in bonds, alternative investments, units in funds (including those managed by Sarasin) and cash, and the manager may hold up to 80% of the Fund in these assets when we deem it appropriate in order to manage difficult market conditions.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Sarasin Investment Funds Ltd

Fund launch date

03 Feb 1999

Domicile

United Kingdom

UCITS

Yes

Lead manager

Tom Kynge

Lead manager start date

01 Jun 2024

Lead fund manager biography

Assisting with a variety of projects within Multi-Asset Funds and Third Party Funds. Responsible for monthly data reporting. Tom has 4 years of investment experience. Prior to joining Sarasin & Partners Tom worked at Vanguard Asset Management in the Investment Strategy Group for 1 year as part of his degree course. Following graduation, he has worked for Engelhart Commodity Trading Partners as a risk analyst and at Oxford University Press as a commercial finance analyst. Graduated from University of Bath with a BSc in Economics. Investment Management Certificate (IMC). CFA® level 1 & CFA® level 2.

Fund manager

Phil Collins

Manager start date

01 Jan 2024

Fund manager biography

Phil oversees the multi-asset franchise. Phil has more than 35 years’ investment experience. Recently appointed to CIO, Multi Asset to oversee the Multi-Asset franchise and develop Sarasin & Partners’ expanding investment team. Prior to joining Sarasin & Partners in 2013, he worked at Newton Investment Management where he was Chief Investment Officer of the private clients and charities division. He also established and managed the Newton Phoenix range of funds which enjoyed strong performance and won a number of awards. Before joining Newton, Phil held investment management roles at Capital House & Leopold Joseph. Fellow of the Chartered Institute for Securities & Investment.

Head office

Juxon House

100 St. Paul’s Churchyard

London

United Kingdom

EC4M 8BU

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Important Information

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