April marked the first anniversary of Sarasin Managed Funds, a one-stop, multi-asset, multi-manager solution for financial advisers and their clients.
Independently risk-rated and widely available on IFA platforms, the four funds – Cautious, Balanced, Growth and Equity – have already seen strong demand. Developed in response to adviser feedback, they were designed to offer greater flexibility and clarity as client needs and tax-planning considerations evolve.
At a time of geopolitical uncertainty and market volatility, we believe the funds’ thematic, global and long-term investment approach is a key advantage. Investing across bonds, equities and alternatives, they aim to provide diversified exposure through changing market conditions.
As a unitised version of our Model Portfolio Service (MPS), the funds benefit from access to a broad investment toolkit spanning both active third-party funds and passive strategies, together with direct global thematic equities. Designed to improve implementation and operational efficiency across platforms, they can be used either as a standalone multi-asset solution or as a complementary overlay within the MPS. Asset allocation changes within the Managed Funds do not incur Capital Gains Tax, which may be liable for MPS rebalances for those clients invested outside of tax wrappers.
Christopher Cade, Partner, Head of UK Sales, at Sarasin said: “One year on from launch, Sarasin Managed Funds have demonstrated strong early momentum, offering advisers a flexible, transparent multi-asset solution that adapts to evolving client needs and market conditions.”
A full breakdown of current positioning, together with commentary on the first three months of 2026, can be found here.
Watch below for a broader discussion of the funds and how they may be suited to your clients, featuring Christopher Cade, Partner and Head of Sales, and Ben Gilbert, Business Partner and Model Portfolio Manager.
Sarasin Managed Funds are available through a wide range of UK platforms. Alternatively, you can contact a member of our Intermediary Sales team, who will be happy to help.
