Sarasin Multi Asset – Strategic Fund Class A IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
|
Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 8.58 | -4.62 | 10.46 | 10.00 | 2.46 | -17.82 | 3.84 | 4.76 |
+/- Category | 1.13 | 0.86 | -1.95 | 5.92 | -5.61 | -7.36 | -3.69 | 0.73 |
+/- Category Index | - | - | - | 4.71 | -5.54 | -8.56 | -5.42 | -0.19 |
% Rank in Category | 30 | 37 | 78 | 8 | 98 | 95 | 92 | 33 |
Trailing Returns (GBP) | 16/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.10 | -0.05 | 0.17 |
1 Week | 0.30 | -0.23 | 0.01 |
1 Month | 1.34 | -0.08 | 0.46 |
3 Months | 4.75 | 1.88 | 1.31 |
6 Months | 6.65 | 0.91 | 0.19 |
YTD | 5.54 | 0.69 | -0.22 |
1 Year | 10.75 | 0.32 | -1.43 |
3 Years Annualised | -3.29 | -4.42 | -5.97 |
5 Years Annualised | 0.58 | -2.40 | -3.33 |
10 Years Annualised | 2.97 | -1.09 | -2.59 |
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 | 2.91 | 1.79 | - | - |
2023 | 0.99 | -2.26 | -2.07 | 7.43 |
2022 | -5.37 | -9.14 | -6.26 | 1.95 |
2021 | -1.81 | 3.02 | -1.32 | 2.65 |
2020 | -5.06 | 8.66 | 2.25 | 4.28 |
2019 | 4.62 | 3.06 | 2.27 | 0.18 |
|
Advertisement |