Sarasin Multi Asset – Strategic Fund Class X 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 | 8.77 | -4.42 | 10.64 | 10.17 | 2.52 | -17.65 | 3.94 | 4.70 |
+/- Category | 1.32 | 1.07 | -1.77 | 6.09 | -5.55 | -7.20 | -3.59 | 0.67 |
+/- Category Index | - | - | - | 4.88 | -5.48 | -8.40 | -5.32 | -0.25 |
% Rank in Category | 27 | 34 | 76 | 8 | 98 | 95 | 92 | 35 |
Trailing Returns (GBP) | 16/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.08 | -0.07 | 0.16 |
1 Week | 0.24 | -0.28 | -0.05 |
1 Month | 1.34 | -0.08 | 0.46 |
3 Months | 4.73 | 1.86 | 1.30 |
6 Months | 6.65 | 0.90 | 0.18 |
YTD | 5.52 | 0.67 | -0.24 |
1 Year | 10.73 | 0.30 | -1.45 |
3 Years Annualised | -3.21 | -4.34 | -5.89 |
5 Years Annualised | 0.68 | -2.29 | -3.23 |
10 Years Annualised | 3.10 | -0.95 | -2.46 |
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 | 2.89 | 1.76 | - | - |
2023 | 0.99 | -2.15 | -2.15 | 7.49 |
2022 | -5.24 | -9.17 | -6.22 | 2.02 |
2021 | -1.82 | 3.05 | -1.25 | 2.61 |
2020 | -5.04 | 8.76 | 2.21 | 4.36 |
2019 | 4.29 | 3.14 | 2.71 | 0.15 |
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