Rolf Stadler, manager of Sarasin Globalsar Balanced fund, has faith in the long-term potential of underlying themesLong-term picture is much rosier

Global equities and bonds is one of the smallest Autif classifications, containing just 12 funds with a three-year performance history. The sector has been a popular launching ground for funds because of Pep geographical restrictions on investments, which have only recently been lifted. The Sarasin Globalsar Balanced fund has been managed by Rolf Stadler for the past two years and follows the house ethos of thematic investing. The fund is relatively defensive by Stadler's own admission, aiming to achieve steady growth, while ensuring capital preservation. As such, the fund has ...