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Sarasin Global Dividend Fund (0P0000ZXEQ.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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205.30-0.30 (-0.15%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.92%
5-year average return7.66%
Number of years up8
Number of years down2
Best 1-yr total return (26 Apr 2024)24.24%
Worst 1-yr total return (26 Apr 2024)N/A
Best 3-yr total return24.24%
Worst 3-yr total return6.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000ZXEQ.LCategory
YTD5.48%0.00%
1-month2.01%0.00%
3-month5.48%0.00%
1-year10.46%0.00%
3-year6.55%0.00%
5-year9.35%0.00%
10-year10.45%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000ZXEQ.LCategory
2024
N/AN/A
2023
7.17%N/A
2022
-4.02%N/A
2021
16.47%N/A
2020
8.77%N/A
2019
22.02%N/A
2018
-1.66%N/A
2017
10.45%N/A
2016
24.24%N/A
2015
7.16%N/A
2014
11.56%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.48%N/AN/AN/A
20232.33%1.41%-2.52%5.94%
2022-3.31%-5.15%-0.46%5.14%
20214.46%3.14%2.03%5.94%
2020-16.08%14.97%5.00%7.36%
20197.25%7.44%5.02%0.83%
2018-6.13%6.59%7.24%-8.34%
20174.70%-0.05%0.80%4.70%
20162.66%6.44%6.37%6.90%
20159.28%-5.93%-4.67%9.35%
20140.15%3.24%2.47%5.30%

Rank in category (by total return)

YTD61
1-month87
3-month61
1-year59
3-year78
5-year31

Load adjusted returns

1-year10.46%
3-year6.55%
5-year9.35%
10-year10.45%