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Sarasin IE Multi Asset - Dynamic (GBP) Class F Income Shares (0P0000X7D1.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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4,864.40+24.40 (+0.50%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.81%
5-year average return3.07%
Number of years up9
Number of years down2
Best 1-yr total return (3 Jul 2024)15.30%
Worst 1-yr total return (3 Jul 2024)N/A
Best 3-yr total return15.30%
Worst 3-yr total return-1.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000X7D1.LCategory
YTD3.70%0.00%
1-month0.93%0.00%
3-month1.20%0.00%
1-year9.03%0.00%
3-year-1.26%0.00%
5-year3.32%0.00%
10-year4.67%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000X7D1.LCategory
2024
N/AN/A
2023
5.36%N/A
2022
-15.51%N/A
2021
5.81%N/A
2020
11.71%N/A
2019
15.30%N/A
2018
-5.22%N/A
2017
11.63%N/A
2016
11.62%N/A
2015
1.93%N/A
2014
6.58%N/A
2013
11.28%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.98%N/AN/AN/A
20231.31%-0.44%-2.77%7.43%
2022-4.38%-9.49%-4.66%2.40%
2021-0.36%3.68%-0.83%3.28%
2020-8.88%11.96%3.46%5.83%
20195.84%4.12%2.86%1.72%
2018-2.76%1.91%2.08%-6.30%
20174.55%1.81%2.09%2.72%
2016-0.73%3.13%7.19%1.72%
20155.33%-2.79%-5.56%5.41%
20140.30%2.32%1.08%2.74%
20137.87%-0.88%0.65%3.40%

Rank in category (by total return)

YTD71
1-month43
3-month89
1-year77
3-year96
5-year88

Load adjusted returns

1-year9.03%
3-year-1.26%
5-year3.32%
10-year4.67%