Sarasin Multi Asset – Strategic Fund Class P 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 | 9.43 | -3.82 | 11.06 | 10.73 | 3.02 | -17.25 | 4.40 | 5.03 |
+/- Category | 1.98 | 1.66 | -1.35 | 6.64 | -5.05 | -6.79 | -3.13 | 1.00 |
+/- Category Index | - | - | - | 5.44 | -4.98 | -7.99 | -4.87 | 0.08 |
% Rank in Category | 19 | 20 | 70 | 7 | 96 | 94 | 88 | 27 |
Trailing Returns (GBP) | 16/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.07 | -0.08 | 0.15 |
1 Week | 0.30 | -0.22 | 0.01 |
1 Month | 1.38 | -0.05 | 0.50 |
3 Months | 4.83 | 1.95 | 1.39 |
6 Months | 6.89 | 1.15 | 0.43 |
YTD | 5.85 | 1.00 | 0.09 |
1 Year | 11.34 | 0.91 | -0.84 |
3 Years Annualised | -2.73 | -3.86 | -5.41 |
5 Years Annualised | 1.18 | -1.80 | -2.73 |
10 Years Annualised | 3.66 | -0.39 | -1.90 |
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 | 3.08 | 1.89 | - | - |
2023 | 1.12 | -2.12 | -1.92 | 7.54 |
2022 | -5.12 | -9.05 | -6.07 | 2.09 |
2021 | -1.68 | 3.13 | -1.06 | 2.70 |
2020 | -4.91 | 8.91 | 2.41 | 4.40 |
2019 | 4.31 | 3.21 | 2.87 | 0.28 |
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