International equities mandates
| Investment style | Thematic approach. Companies are selected which will benefit from global megatrends, regardless of index or country allocations. | Thematic investment in selected sustainability themes such as renewable energy, water, healthcare, sustainable transport and consumption |
| Reference currency | CHF | CHF or as specified by the client |
| Minimum volume | 5m | 20m if implemented via direct investments Lower amounts possible combined with collective investments |
| Benchmark | MSCI World | MSCI World |
| Investment universe | Approx. 150 securities are left from the MSCI World universe after filtering by a quantitative and qualitative process and subsequent financial analysis. These stocks are selected to fit predefined themes. | Approx. 200 securities, which have been subjected to thorough analysis on financial and sustainability criteria. |
| Expected outperformance | 1.5% p.a., rolling over three years | 1.5% p.a., rolling over three years |
| Expected tracking error/ Maximum tracking error | 6% / 10% | 6% / 8% |
| Maximum total of deviation vs. benchmark (active money) as regards: | Regions 60% Sectors 50% |
Not specified Not specified |
| No. of securities | An average of 75 securities | 50 to 70 securities |
| Implementation | SaraPro Institutional Fund Equities Global Thematic | Via direct investments. Below minimum volume specified: partial use of collective instruments. |
