Sarasin Multi Asset - Strategic Fund Class Z GBP IncRegister 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 | 11.53 | 3.75 | -16.82 | 5.14 | 5.39 | |||
+/- Category | 7.45 | -4.31 | -6.37 | -2.39 | 1.36 | |||
+/- Category Index | 6.24 | -4.24 | -7.56 | -4.13 | 0.44 | |||
% Rank in Category | 6 | 94 | 93 | 82 | 21 |
Trailing Returns (GBP) | 16/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.10 | -0.05 | 0.18 |
1 Week | 0.30 | -0.22 | 0.02 |
1 Month | 1.39 | -0.03 | 0.51 |
3 Months | 5.04 | 2.17 | 1.60 |
6 Months | 7.28 | 1.53 | 0.81 |
YTD | 6.22 | 1.37 | 0.46 |
1 Year | 12.11 | 1.68 | -0.07 |
3 Years Annualised | -2.12 | -3.25 | -4.79 |
5 Years Annualised | 1.87 | -1.10 | -2.04 |
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 | 3.22 | 2.10 | - | - |
2023 | 1.29 | -1.94 | -1.76 | 7.75 |
2022 | -4.99 | -8.93 | -6.02 | 2.28 |
2021 | -1.51 | 3.26 | -0.90 | 2.94 |
2020 | -4.82 | 9.22 | 2.55 | 4.61 |
2019 | - | - | - | 0.48 |
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