LSE - Delayed Quote GBp

Sarasin Responsible Global Equity Fund (0P0000TFZO.L)

319.80 +1.10 (+0.35%)
As of April 22 at 9:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 4.68%
5y Average Return 8.73%
Number of Years Up 10
Number of Years Down 2
Best 1Y Total Return (Apr 22, 2024) 27.66%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 27.66%
Worst 3Y Total Return 2.61%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000TFZO.L
Category
YTD
8.12%
0.00%
1-Month
2.93%
0.00%
3-Month
8.12%
0.00%
1-Year
11.44%
0.00%
3-Year
4.25%
0.00%
5-Year
10.29%
0.00%
10-Year
10.43%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000TFZO.L
Category
2024
--
--
2023
4.91%
--
2022
-10.12%
--
2021
14.57%
--
2020
18.97%
--
2019
27.66%
--
2018
-3.17%
--
2017
15.77%
--

2016
18.05%
--
2015
4.39%
--
2014
9.54%
--
2013
23.74%
--
2012
9.64%
--
2011
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.12% -- -- --
2023 1.79% 2.19% -4.85% 6.00%
2022 -3.02% -9.23% 0.21% 1.89%
2021 3.08% 3.95% 3.60% 3.22%
2020 -11.06% 18.59% 3.59% 8.89%
2019 8.70% 8.35% 5.93% 2.32%
2018 -3.95% 8.34% 5.60% -11.88%
2017 5.84% 3.53% 1.70% 3.89%
2016 -2.64% 6.13% 9.15% 4.66%
2015 6.49% -5.42% -5.63% 9.83%

2014 -0.47% 1.71% 3.40% 4.65%
2013 16.39% 2.58% -0.71% 4.39%
2012 6.91% -3.79% 3.98% 2.52%
2011 -12.44% 4.41% -- --

Rank in Category (By Total Return)

YTD 60
1-Month 31
3-Month 60
1-Year 87
3-Year 69
5-Year 53

Load Adjusted Returns

1-Year 11.44%
3-Year 4.25%
5-Year 10.29%
10-Year 10.43%

Performance & Risk

YTD Return 4.68%
5y Average Return 8.73%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.75
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Sarasin Investment Funds Ltd
Net Assets --
YTD Return 8.12%
Yield 1.34%
Morningstar Rating
Inception Date Oct 09, 2020

Fund Summary

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