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Sarasin Global Dividend Fund (0P0000ZXEV.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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253.50+2.00 (+0.80%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.55%
5-year average return7.22%
Number of years up8
Number of years down2
Best 1-yr total return (29 Apr 2024)23.52%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return23.52%
Worst 3-yr total return5.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000ZXEV.LCategory
YTD5.34%0.00%
1-month1.96%0.00%
3-month5.34%0.00%
1-year9.83%0.00%
3-year5.93%0.00%
5-year8.84%0.00%
10-year9.91%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000ZXEV.LCategory
2024
N/AN/A
2023
6.55%N/A
2022
-4.64%N/A
2021
15.86%N/A
2020
8.02%N/A
2019
22.50%N/A
2018
-2.22%N/A
2017
9.88%N/A
2016
23.52%N/A
2015
6.54%N/A
2014
10.79%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.34%N/AN/AN/A
20232.20%1.31%-2.66%5.73%
2022-3.49%-5.24%-0.63%4.93%
20214.33%3.01%1.86%5.83%
2020-16.26%14.80%4.82%7.20%
20197.44%7.33%5.52%0.67%
2018-6.28%6.44%7.04%-8.42%
20174.60%-0.19%0.71%4.51%
20162.53%6.28%6.22%6.72%
20159.02%-6.07%-4.72%9.19%
2014-0.08%3.10%2.25%5.17%

Rank in category (by total return)

YTD62
1-month89
3-month62
1-year65
3-year83
5-year40

Load adjusted returns

1-year9.83%
3-year5.93%
5-year8.84%
10-year9.91%