Sarasin Multi Asset – Strategic Fund Class D GBP AccRegister 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 | 9.73 | -3.59 | 12.49 | 10.93 | 3.26 | -17.14 | 4.67 | 5.07 |
+/- Category | 2.28 | 1.89 | 0.08 | 6.85 | -4.81 | -6.68 | -2.86 | 1.04 |
+/- Category Index | - | - | - | 5.64 | -4.74 | -7.88 | -4.59 | 0.12 |
% Rank in Category | 15 | 16 | 47 | 7 | 96 | 94 | 86 | 26 |
Trailing Returns (GBP) | 16/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.04 | -0.11 | 0.12 |
1 Week | 0.29 | -0.23 | 0.00 |
1 Month | 1.41 | -0.02 | 0.53 |
3 Months | 4.89 | 2.02 | 1.45 |
6 Months | 7.00 | 1.26 | 0.54 |
YTD | 5.94 | 1.09 | 0.18 |
1 Year | 11.59 | 1.16 | -0.59 |
3 Years Annualised | -2.54 | -3.67 | -5.22 |
5 Years Annualised | 1.38 | -1.59 | -2.53 |
10 Years Annualised | 4.01 | -0.04 | -1.55 |
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 | 3.12 | 1.89 | - | - |
2023 | 1.18 | -2.06 | -1.88 | 7.65 |
2022 | -5.11 | -8.99 | -6.09 | 2.18 |
2021 | -1.63 | 3.16 | -0.99 | 2.78 |
2020 | -4.91 | 9.01 | 2.45 | 4.46 |
2019 | 5.04 | 3.32 | 3.30 | 0.35 |
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