Sarasin Multi Asset – Strategic Fund Class I Accumulation SharesRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 9.30 | -3.92 | 12.11 | 10.67 | 2.98 | -17.37 | 4.38 | 4.91 |
+/- Category | 1.85 | 1.56 | -0.31 | 6.59 | -5.09 | -6.92 | -3.15 | 0.88 |
+/- Category Index | - | - | - | 5.38 | -5.02 | -8.12 | -4.88 | -0.04 |
% Rank in Category | 20 | 22 | 54 | 7 | 96 | 95 | 89 | 30 |
Trailing Returns (GBP) | 16/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.04 | -0.11 | 0.12 |
1 Week | 0.30 | -0.23 | 0.01 |
1 Month | 1.37 | -0.06 | 0.49 |
3 Months | 4.83 | 1.95 | 1.39 |
6 Months | 6.86 | 1.12 | 0.39 |
YTD | 5.76 | 0.91 | 0.00 |
1 Year | 11.23 | 0.79 | -0.96 |
3 Years Annualised | -2.83 | -3.96 | -5.51 |
5 Years Annualised | 1.10 | -1.87 | -2.81 |
10 Years Annualised | 3.69 | -0.37 | -1.88 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.04 | 1.82 | - | - |
2023 | 1.12 | -2.12 | -1.98 | 7.59 |
2022 | -5.16 | -9.06 | -6.16 | 2.09 |
2021 | -1.67 | 3.11 | -1.10 | 2.69 |
2020 | -4.96 | 8.91 | 2.37 | 4.43 |
2019 | 4.92 | 3.24 | 3.23 | 0.26 |
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