Sarasin Multi Asset – Strategic Fund Class X 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 | 8.76 | -4.44 | 11.59 | 10.11 | 2.62 | -17.65 | 3.94 | 4.77 |
+/- Category | 1.31 | 1.04 | -0.82 | 6.03 | -5.44 | -7.19 | -3.59 | 0.74 |
+/- Category Index | - | - | - | 4.82 | -5.37 | -8.39 | -5.32 | -0.18 |
% Rank in Category | 27 | 34 | 63 | 8 | 97 | 95 | 92 | 33 |
Trailing Returns (GBP) | 16/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.05 | -0.10 | 0.13 |
1 Week | 0.27 | -0.25 | -0.01 |
1 Month | 1.32 | -0.10 | 0.44 |
3 Months | 4.73 | 1.86 | 1.29 |
6 Months | 6.67 | 0.93 | 0.21 |
YTD | 5.57 | 0.72 | -0.19 |
1 Year | 10.79 | 0.36 | -1.39 |
3 Years Annualised | -3.18 | -4.31 | -5.86 |
5 Years Annualised | 0.70 | -2.27 | -3.21 |
10 Years Annualised | 3.22 | -0.84 | -2.34 |
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 | 1.73 | - | - |
2023 | 1.01 | -2.25 | -2.00 | 7.40 |
2022 | -5.26 | -9.19 | -6.17 | 2.01 |
2021 | -1.72 | 2.98 | -1.20 | 2.62 |
2020 | -5.06 | 8.78 | 2.26 | 4.26 |
2019 | 4.84 | 3.08 | 3.10 | 0.17 |
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