SaraSelect P CHF – Data as per 31.05.2023
SaraSelect is a pure equity fund and belongs to the flag ship offering of Bank J. Safra Sarasin AG. The fund was launched beginning 1996 and is investing in Swiss small & mid caps, with a clear focus on quality and stability, leading to a strong bias to small caps.
With roughly CHF 1'000 mn asset under management SaraSelect belongs to the bigger funds in the area of Swiss small & mid caps. Contrary to many other funds, we live an active benchmark independant approach, as the two charts show.
The fund is an perfect complement to a blue chips dominated portfolio.
Exclusion of real estate stocks
Since real estate is an asset class of its own for many investors, we do explicitely exclude them from our investment universe to prevent double exposure.