Sarasin Multi Asset – Strategic Fund Class I Income 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 | 9.33 | -3.96 | 11.29 | 10.58 | 2.98 | -17.38 | 4.43 | 4.97 |
+/- Category | 1.88 | 1.53 | -1.12 | 6.50 | -5.09 | -6.92 | -3.10 | 0.94 |
+/- Category Index | - | - | - | 5.29 | -5.02 | -8.12 | -4.83 | 0.02 |
% Rank in Category | 20 | 23 | 67 | 8 | 96 | 95 | 88 | 29 |
Trailing Returns (GBP) | 16/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.09 | -0.06 | 0.16 |
1 Week | 0.35 | -0.18 | 0.06 |
1 Month | 1.40 | -0.03 | 0.51 |
3 Months | 4.83 | 1.96 | 1.40 |
6 Months | 6.93 | 1.19 | 0.47 |
YTD | 5.79 | 0.94 | 0.03 |
1 Year | 11.34 | 0.90 | -0.85 |
3 Years Annualised | -2.80 | -3.93 | -5.48 |
5 Years Annualised | 1.11 | -1.87 | -2.80 |
10 Years Annualised | 3.59 | -0.46 | -1.97 |
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 | 2.99 | 1.92 | - | - |
2023 | 1.12 | -2.09 | -1.94 | 7.55 |
2022 | -5.20 | -9.03 | -6.12 | 2.04 |
2021 | -1.72 | 3.15 | -1.12 | 2.73 |
2020 | -4.93 | 8.95 | 2.30 | 4.36 |
2019 | 4.54 | 3.26 | 2.85 | 0.24 |
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