|
SECTORIAL PORTFOLIO Sorted By Sector
|
|
Holdings(1 - 5)
|
31 Mar 2012
|
30 Sep 2011
|
|
|
Holding (Sector)
|
Value 000's (USD)
|
% of Fund
|
Value 000's (USD)
|
% of Fund
|
Diff
|
|
Sarasin - Corporate Restructuring
|
46 435
|
25.10
|
46 607
|
20.90
|
4.2
|
|
Sarasin - Global Pricing Power
|
29 970
|
16.20
|
44 600
|
20.00
|
-3.8
|
|
Sarasin - Intellectual Property and Innovation
|
43 290
|
23.40
|
63 555
|
28.50
|
-5.1
|
|
Sarasin - Security of Supply
|
24 050
|
13.00
|
28 544
|
12.80
|
0.2
|
|
Sarasin - Strong Get Stronger
|
41 255
|
22.30
|
39 694
|
17.80
|
4.5
|
|
185 000
|
100.00
|
223 000
|
100.00
|
