Sarasin Multi Asset – Strategic Fund Class P 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 | 9.57 | -3.85 | 12.31 | 10.74 | 3.03 | -17.25 | 4.45 | 4.96 |
+/- Category | 2.12 | 1.64 | -0.11 | 6.66 | -5.04 | -6.79 | -3.08 | 0.93 |
+/- Category Index | - | - | - | 5.45 | -4.97 | -7.99 | -4.81 | 0.01 |
% Rank in Category | 17 | 21 | 50 | 7 | 96 | 94 | 88 | 29 |
Trailing Returns (GBP) | 16/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.05 | -0.10 | 0.13 |
1 Week | 0.26 | -0.27 | -0.03 |
1 Month | 1.34 | -0.08 | 0.46 |
3 Months | 4.81 | 1.94 | 1.37 |
6 Months | 6.87 | 1.12 | 0.40 |
YTD | 5.77 | 0.92 | 0.01 |
1 Year | 11.29 | 0.86 | -0.89 |
3 Years Annualised | -2.75 | -3.88 | -5.43 |
5 Years Annualised | 1.18 | -1.79 | -2.73 |
10 Years Annualised | 3.83 | -0.23 | -1.73 |
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 | 3.02 | 1.88 | - | - |
2023 | 1.13 | -2.12 | -1.94 | 7.60 |
2022 | -5.13 | -9.04 | -6.10 | 2.13 |
2021 | -1.68 | 3.18 | -1.09 | 2.68 |
2020 | -4.95 | 9.01 | 2.36 | 4.41 |
2019 | 5.02 | 3.24 | 3.25 | 0.32 |
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