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Sarasin Global Dividend Fund (0P0000ZXEV.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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260.90+1.60 (+0.62%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.54%
5-year average return8.36%
Number of years up8
Number of years down2
Best 1-yr total return (9 May 2024)23.52%
Worst 1-yr total return (9 May 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
YTD2.67%0.00%
1-month-2.53%0.00%
3-month1.68%0.00%
1-year5.27%0.00%
3-year4.31%0.00%
5-year7.34%0.00%
10-year9.63%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)

YTD74
1-month76
3-month86
1-year76
3-year86
5-year50

Load adjusted returns

1-year5.27%
3-year4.31%
5-year7.34%
10-year9.63%