UK markets open in 1 hour 17 minutes

Sarasin IE Multi Asset - Dynamic (GBP) Class P Income Shares (0P0000X7D3.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
5,081.60+10.60 (+0.21%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.98%
5-year average return3.75%
Number of years up9
Number of years down2
Best 1-yr total return (28 Jun 2024)15.59%
Worst 1-yr total return (28 Jun 2024)N/A
Best 3-yr total return15.59%
Worst 3-yr total return-1.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000X7D3.LCategory
YTD3.81%0.00%
1-month0.95%0.00%
3-month1.26%0.00%
1-year9.31%0.00%
3-year-1.01%0.00%
5-year3.58%0.00%
10-year5.12%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000X7D3.LCategory
2024
N/AN/A
2023
5.62%N/A
2022
-15.30%N/A
2021
6.08%N/A
2020
11.99%N/A
2019
15.59%N/A
2018
-4.98%N/A
2017
11.91%N/A
2016
11.90%N/A
2015
2.81%N/A
2014
9.06%N/A
2013
14.24%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.04%N/AN/AN/A
20231.37%-0.38%-2.71%7.50%
2022-4.32%-9.44%-4.60%2.46%
2021-0.30%3.74%-0.76%3.35%
2020-8.83%12.03%3.53%5.90%
20195.90%4.18%2.93%1.78%
2018-2.70%1.98%2.14%-6.24%
20174.62%1.88%2.15%2.79%
2016-0.67%3.20%7.25%1.78%
20156.03%-2.73%-5.50%5.48%
20141.16%2.52%2.17%2.93%
20138.98%-0.64%1.85%3.59%

Rank in category (by total return)

YTD68
1-month41
3-month89
1-year74
3-year95
5-year85

Load adjusted returns

1-year9.31%
3-year-1.01%
5-year3.58%
10-year5.12%