Funds Overview

Conservative Fund

The WS Quays Conservative Fund is a market leading fund managed by Sarasin and Partners.

The Fund uses a broadly cautious strategy with the focus on capital protection with limited participation in equity market growth.

This Fund may be suitable for investors who:

• Are seeking to preserve capital and receive income return;
• Are looking to add diversification to their portfolio through Money Market Instruments;
• Are looking for lower volatility in the value of their investments;
• Have a low risk appetite;
• Have a medium to long term investment view.

The fund is lower risk and provides investors with quality equity market exposures in conjunction with significant defensive, low risk characteristics. The investment team aims to minimise risk and maximise returns on the upside of markets. The Conservative Fund holds a Defaqto five-star rating.

 

Strategic Growth Fund

The WS Quays Strategic Growth Fund is also a market leading fund managed by Sarasin and Partners.

The Fund uses a balance of capital protection and participation in equity market growth.

This Fund may be suitable for investors who:

• Are seeking both capital and income returns;
• Are looking to add diversification to their portfolio through Money Market Investments and some global Equities;
• Can accept low to medium volatility in the value of their investments;
• Have a medium risk appetite;
• Have a medium to longer term investment view.

The investment team have designed this fund for investors who are willing and able to take a medium level of risk to grow the real value of their portfolio.  The Strategic Growth Fund holds a Defaqto five-star rating.

 

Adventurous Fund

The WS Quays Adventurous Fund is also a market leading fund managed by Sarasin and Partners.

The Fund will have a strong focus on participation in equity market growth with an element of capital protection.

This Fund may be suitable for investors who:

• Are seeking capital growth with some income;
• Are looking to add diversification to their portfolio through global equities and some money market instruments;
• Can accept medium volatility in the value of their investments;
• Have a medium to high risk appetite;
• Have a medium to long term investment view.

The Adventurous Fund is designed for investors who are willing and able to take higher levels of risk in order to achieve superior returns. The Adventurous Fund holds a Defaqto five-star rating.

 

Our Investment Philosophy

Our Investment Committee has chosen Sarasin and Partners to act as fund manager.  The Committee meets regularly to review the fund manager to ensure that they continue to adhere to their aims and objectives.

The Investment Committee is consulted on anything that may affect the funds. This is to make sure that the correct decisions are made, with guidance from some of the most experienced professionals in the financial services industry. The Committee is consulted regarding all potential changes to the funds, ensuring a full, independent and expert assessment is carried out. The Investment Committee can and will actively challenge the fund manager on any decisions that they take.

 

The Fund Manager 

Sarasin & Partners LLP is a London-based asset management group that manages around £17 billion for a wide range of clients. These include intermediaries, charities, institutions, pension funds and private clients, from the UK and around the world. Established in 1983, they currently employ over 220 people, including around 89 investment professionals. They operate as a partnership, with local management owning 40% of the equity of the firm. The remainder is owned by Bank J Safra Sarasin, a leading sustainable Swiss private bank founded in 1841. They themselves are responsible for managing over £144 billion of assets.

Sarasin and Partners utilise a thematic investment philosophy that helps them develop perspective by taking a top down view of the world, identifying trends and themes that bring some order to the chaos of a rapidly changing world. Thinking thematically narrows their investment universe to companies that benefit from these themes, while searching for sustainable change. Sarasin believe this gives them a better perspective of the investment opportunities available, and ultimately provides clients with superior long-term returns.