Sarasin Multi Asset - Strategic Fund Class Z GBP AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 30/06 | ||||
Price Return | 11.49 | 3.81 | -16.82 | 5.18 | 5.34 | |||
+/- Category | 7.40 | -4.26 | -6.37 | -2.35 | 1.31 | |||
+/- Category Index | 6.20 | -4.19 | -7.56 | -4.08 | 0.39 | |||
% Rank in Category | 6 | 94 | 93 | 82 | 22 |
Trailing Returns (GBP) | 16/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.09 | -0.06 | 0.17 |
1 Week | 0.27 | -0.25 | -0.01 |
1 Month | 1.46 | 0.03 | 0.58 |
3 Months | 5.00 | 2.12 | 1.56 |
6 Months | 7.22 | 1.48 | 0.75 |
YTD | 6.20 | 1.35 | 0.44 |
1 Year | 12.12 | 1.69 | -0.06 |
3 Years Annualised | -2.09 | -3.22 | -4.77 |
5 Years Annualised | 1.88 | -1.09 | -2.03 |
10 Years Annualised | - | - | - |
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 | 3.24 | 2.03 | - | - |
2023 | 1.37 | -2.01 | -1.77 | 7.79 |
2022 | -5.00 | -8.87 | -6.05 | 2.27 |
2021 | -1.47 | 3.25 | -0.85 | 2.92 |
2020 | -4.83 | 9.23 | 2.51 | 4.62 |
2019 | - | - | - | 0.48 |
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