Bank J. Safra Sarasin has launched a sustainable Swiss small and mid cap equity fund.
The two portfolio managers also oversee the JSS Sustainable Equity - Switzerland fund, which is benchmarked against the Swiss Performance Index based on the same underlying investment process.
The new strategy will be based on Bank J. Safra Sarasin’s fully integrated sustainable investment process, targeting attractively valued stocks in the liquid Swiss small and mid cap segment.
The managers have already been running a replica of the new fund’s strategy within the investment foundation SAST Nachhaltig Aktien Schweiz Small and Mid Caps for a couple of years.
As a Swiss fund, the strategy is now offered to a broader client base.
The investable universe for the fund is set by the bank’s proprietary Sustainable Matrix, following best-in-class and best-of-classes approach.
Speaking to Citywire Switzerland, Philipp Bärtschi CIO at Bank J. Safra Sarasin said: ‘The size of the universe allows us to construct efficient portfolios, to focus on alpha opportunities, to avoid significant factor risks and at the same time invest only in sustainable stocks.’