Sarasin Global Dividend Fund (Class P Inc)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 10.53 | -1.59 | 22.14 | 8.82 | 16.54 | -4.04 | 7.21 | 6.89 |
+/- Category | 1.69 | 4.32 | 5.22 | 6.93 | -1.71 | -3.27 | -0.06 | -1.16 |
+/- Category Index | - | - | - | - | -3.81 | -10.85 | 2.46 | -2.77 |
% Rank in Category | 29 | 15 | 10 | 15 | 67 | 71 | 51 | 63 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.00 | 1.03 | 0.55 |
1 Week | 1.14 | -0.36 | -0.77 |
1 Month | -0.47 | 0.15 | -0.72 |
3 Months | 0.20 | 1.73 | 1.06 |
6 Months | 4.54 | -0.36 | -2.20 |
YTD | 6.44 | 0.47 | -1.05 |
1 Year | 10.74 | -0.16 | -2.09 |
3 Years Annualised | 5.02 | -1.07 | -2.97 |
5 Years Annualised | 7.42 | 0.10 | -0.59 |
10 Years Annualised | 10.19 | 1.19 | 1.10 |
Category: Global Equity Income | |||
Category Index: Morningstar Gbl High Div Yld NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.46 | 1.66 | - | - |
2023 | 2.38 | 1.41 | -2.51 | 5.92 |
2022 | -3.35 | -5.08 | -0.51 | 5.14 |
2021 | 4.45 | 3.19 | 2.03 | 5.98 |
2020 | -16.05 | 15.01 | 4.99 | 7.35 |
2019 | 7.38 | 7.28 | 5.09 | 0.89 |
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