Sarasin Endowment Fund A Accumulation GBPRegister 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 | 10.62 | -4.42 | 19.87 | 9.60 | 10.39 | -9.82 | 8.61 | 8.28 |
+/- Category | 0.61 | 1.95 | 4.20 | 4.36 | -0.75 | 0.26 | 0.24 | 2.31 |
+/- Category Index | - | - | - | 5.08 | -1.87 | -2.55 | -2.06 | 1.24 |
% Rank in Category | 40 | 21 | 9 | 19 | 63 | 54 | 46 | 11 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.49 | 0.31 | 0.61 |
1 Week | 0.33 | -0.09 | 0.07 |
1 Month | 1.91 | 0.38 | 0.80 |
3 Months | 4.95 | 1.90 | 1.04 |
6 Months | 9.66 | 1.98 | 1.05 |
YTD | 9.17 | 2.51 | 1.34 |
1 Year | 15.85 | 2.98 | 0.79 |
3 Years Annualised | 3.77 | 1.10 | -1.27 |
5 Years Annualised | 6.29 | 1.73 | 0.55 |
10 Years Annualised* | 6.99 | 1.21 | -0.12 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.21 | 2.92 | - | - |
2023 | 2.22 | 0.94 | -1.06 | 6.39 |
2022 | -3.59 | -6.40 | -3.50 | 3.56 |
2021 | 0.93 | 3.68 | 0.28 | 5.21 |
2020 | -11.29 | 12.29 | 3.52 | 6.29 |
2019 | 7.02 | 4.52 | 3.87 | 3.18 |
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