Sarasin Responsible Multi Asset

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There is only one type of share class for this fund.

Sarasin Responsible Multi Asset (Class P Income Shares)

Category GBP Allocation 60-80% Equity

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

Last buy/sell price

£1.013

arrow-down£-0.007 (-0.69%)

Fund Code

SAWPI

BKPVJ11

GB00BKPVJ117

Prices updated as at 18 Dec 2025

Prices in GBP

Investment objective

The Manager seeks to grow the Fund (through increases in investment value and income) over a rolling 5 year period after deducting fees and costs. The Manager will invest 40% to 85% of the Fund in the shares of companies from around the world, although this allocation will most typically be around 60%. The Manager will also typically invest approximately 30% of the Fund in bonds issued by companies, institutions and governments, with the remaining 10% invested in alternatives (including, but not limited to infrastructure, commodities, and private equity/venture capital) and cash.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , 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

18 Mar 2021

Domicile

United Kingdom

UCITS

Yes

Lead manager

Tom Kynge

Lead manager start date

01 Jul 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 Jul 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

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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