The
Alpha Common Investment Funds are both managed by Sarasin & Partners.
Sarasin & Partners is an active investment manager, with experience
across the full range of asset classes.
In addition to a thorough stock selection procedure, both
Funds will benefit from active and dynamically managed asset
allocation, within clearly defined parameters. While the “normal”
asset mixes offer trustees a strong point of reference, bubbles
do emerge in financial markets, and Sarasin & Partners will
make use of the flexibility shown in the table below to protect
capital, reduce volatility and enhance long-term returns.
 |
 |
 |
 |
 |
 |
 |
 |
 |
Income & Reserves Fund |
Endowments
Fund |
 |
Planning
Ranges |
Planning
Ranges |
| |
Normal |
Low |
High |
Normal |
Low |
High |
 |
Cash & Bonds |
80.0 |
65.0 |
100.0 |
17.5 |
10.0 |
40.0 |
 |
Equities |
20.0 |
0.0 |
35.0 |
70.0 |
50.0 |
80.0 |
 |
Other |
0.0 |
0.0 |
0.0 |
12.5 |
5.0 |
20.0 |
 |
|
100.0 |
|
|
100.0 |
|
|
Source: Sarasin & Partners, 01.05.2007
To learn more about Sarasin & Partners and their Investment
Process, Click
here
To learn more about the specific Investment Objectives of
the Alpha Common Investment Fund for Income & Reserves,
Click
here
To learn more about the specific Investment Objectives of
the Alpha Common Investment Fund for Endowments, Click
here
|