LSE - Delayed Quote • GBp
Sarasin Global Dividend I Acc (0P0000ZXER.L)
As of April 24 at 9:00 PM GMT+1. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.82% |
| 5y Average Return | 7.90% |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 24, 2024) | 24.34% |
| Worst 1Y Total Return (Apr 24, 2024) | -- |
| Best 3Y Total Return | 24.34% |
| Worst 3Y Total Return | 6.19% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000ZXER.L
Category
- YTD
- 5.46%
- 0.00%
- 1-Month
- 1.99%
- 0.00%
- 3-Month
- 5.46%
- 0.00%
- 1-Year
- 10.43%
- 0.00%
- 3-Year
- 6.54%
- 0.00%
- 5-Year
- 9.48%
- 0.00%
- 10-Year
- 10.54%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000ZXER.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 5.46% | -- | -- | -- |
| 2023 | 2.33% | 1.44% | -2.52% | 5.90% |
| 2022 | -3.33% | -5.15% | -0.43% | 5.07% |
| 2021 | 4.43% | 3.19% | 1.99% | 5.99% |
| 2020 | -16.10% | 14.92% | 5.00% | 7.36% |
| 2019 | 7.59% | 7.57% | 5.66% | 0.80% |
| 2018 | -6.14% | 6.68% | 7.16% | -8.31% |
| 2017 | 4.72% | -0.06% | 0.83% | 4.67% |
| 2016 | 2.75% | 6.44% | 6.43% | 6.82% |
| 2015 | 9.23% | -6.02% | -4.59% | 9.28% |
| 2014 | 0.11% | 3.20% | 2.44% | 5.34% |
Rank in Category (By Total Return)
| YTD | 61 |
| 1-Month | 88 |
| 3-Month | 61 |
| 1-Year | 59 |
| 3-Year | 79 |
| 5-Year | 29 |
Load Adjusted Returns
| 1-Year | 10.43% |
| 3-Year | 6.54% |
| 5-Year | 9.48% |
| 10-Year | 10.54% |
Performance & Risk
| YTD Return | 2.82% |
| 5y Average Return | 7.90% |
| Rank in Category (ytd) | 61 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.90 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Sarasin Investment Funds Ltd |
| Net Assets | -- |
| YTD Return | 5.46% |
| Yield | 2.39% |
| Morningstar Rating | |
| Inception Date | Oct 09, 2020 |
Fund Summary
Fund Summary Information Not Available
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