LSE - Delayed Quote GBp

Sarasin Global Dividend D H Inc (0P0001KM20.L)

168.10 -0.80 (-0.47%)
As of April 18 at 9:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.79%
5y Average Return 7.09%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (Apr 18, 2024) 25.76%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 25.76%
Worst 3Y Total Return 3.98%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001KM20.L
Category
YTD
6.02%
0.00%
1-Month
2.07%
0.00%
3-Month
6.02%
0.00%
1-Year
13.50%
0.00%
3-Year
4.91%
0.00%
5-Year
8.87%
0.00%
10-Year
7.48%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001KM20.L
Category
2024
--
--
2023
11.97%
--
2022
-12.24%
--
2021
18.03%
--
2020
8.52%
--
2019
25.76%
--
2018
-5.47%
--
2017
16.41%
--

2016
2.40%
--
2015
2.55%
--
2014
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.02% -- -- --
2023 4.59% 3.35% -4.13% 8.06%
2022 -4.88% -10.46% -6.66% 10.39%
2021 6.49% 3.51% 0.30% 6.76%
2020 -20.30% 13.55% 7.57% 11.48%
2019 9.71% 4.55% 3.72% 5.71%
2018 -3.42% 1.97% 6.22% -9.64%
2017 5.21% 2.14% 2.78% 5.39%
2016 -1.42% -0.27% 1.71% 2.40%
2015 5.82% -2.75% -6.98% 7.13%

2014 4.15% -0.46% 2.33% --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 13.50%
3-Year 4.91%
5-Year 8.87%
10-Year 7.48%

Performance & Risk

YTD Return 0.79%
5y Average Return 7.09%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Sarasin Investment Funds Ltd
Net Assets --
YTD Return 6.02%
Yield 2.38%
Morningstar Rating --
Inception Date Jul 01, 2019

Fund Summary

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