LSE - Delayed Quote GBp

Sarasin IE Multi Asset Dynamic GBP I Inc (0P0000WIDQ.L)

4,818.70 -31.80 (-0.66%)
At close: April 25 at 9:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 2.17%
5y Average Return 3.03%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (Apr 25, 2024) 15.58%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 15.58%
Worst 3Y Total Return -1.73%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000WIDQ.L
Category
YTD
5.04%
0.00%
1-Month
2.46%
0.00%
3-Month
5.04%
0.00%
1-Year
9.44%
0.00%
3-Year
-0.01%
0.00%
5-Year
4.03%
0.00%
10-Year
5.46%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000WIDQ.L
Category
2024
--
--
2023
5.62%
--
2022
-15.30%
--
2021
6.08%
--
2020
11.99%
--
2019
15.58%
--
2018
-4.98%
--
2017
11.91%
--

2016
11.89%
--
2015
2.54%
--
2014
9.34%
--
2013
14.13%
--
2012
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.04% -- -- --
2023 1.37% -0.38% -2.71% 7.49%
2022 -4.32% -9.43% -4.60% 2.46%
2021 -0.30% 3.74% -0.76% 3.34%
2020 -8.82% 12.03% 3.53% 5.90%
2019 5.90% 4.18% 2.93% 1.77%
2018 -2.70% 1.98% 2.14% -6.24%
2017 4.62% 1.88% 2.15% 2.79%
2016 -0.67% 3.20% 7.25% 1.78%
2015 5.76% -2.73% -5.50% 5.48%

2014 1.16% 2.52% 2.17% 3.19%
2013 8.94% -0.69% 1.83% 3.59%
2012 2.99% -- -- --

Rank in Category (By Total Return)

YTD 32
1-Month 72
3-Month 32
1-Year 65
3-Year 95
5-Year 76

Load Adjusted Returns

1-Year 9.44%
3-Year -0.01%
5-Year 4.03%
10-Year 5.46%

Performance & Risk

YTD Return 2.17%
5y Average Return 3.03%
Rank in Category (ytd) 32
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Sarasin Funds Management (Ireland) Ltd.
Net Assets 501.12M
YTD Return 5.04%
Yield 1.89%
Morningstar Rating
Inception Date Jan 01, 1988

Fund Summary

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