Sarasin Endowment Fund A Income GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017* | 2018* | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 10.64 | -4.45 | 17.87 | 9.69 | 10.35 | -9.76 | 8.53 | 8.31 |
+/- Category | 0.64 | 1.92 | 2.20 | 4.45 | -0.80 | 0.32 | 0.17 | 1.16 |
+/- Category Index | - | - | - | 5.17 | -1.92 | -2.49 | -2.13 | -0.50 |
% Rank in Category | 40 | 22 | 22 | 18 | 63 | 53 | 47 | 24 |
Trailing Returns (GBP) | 17/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.08 | -0.05 | 0.09 |
1 Week | 1.61 | 0.25 | 0.56 |
1 Month | 0.08 | -0.23 | 0.07 |
3 Months | 1.00 | -0.79 | -0.68 |
6 Months | 4.53 | 0.28 | -1.06 |
YTD | 8.57 | 1.66 | 0.12 |
1 Year | 12.72 | 1.71 | -0.03 |
3 Years Annualised | 3.28 | 1.13 | -1.32 |
5 Years Annualised | 6.00 | 1.45 | 0.18 |
10 Years Annualised* | 6.39 | 0.87 | -0.45 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.22 | 2.89 | - | - |
2023 | 2.18 | 0.94 | -1.11 | 6.41 |
2022 | -3.58 | -6.34 | -3.58 | 3.64 |
2021 | 0.88 | 3.68 | 0.28 | 5.21 |
2020 | -11.29 | 12.36 | 3.53 | 6.30 |
2019 | 6.10 | 3.69 | 3.83 | 3.19 |
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