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Sarasin EquiSar Glbl Theme Stg Hdg A Inc (GB00B417P793.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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163.00-2.00 (-1.21%)
As of 06:07PM EDT. Market open.

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up4
Number of years down2
Best 1-yr total return (Invalid Date)23.76%
Worst 1-yr total return (Invalid Date)-12.15%
Best 3-yr total return23.76%
Worst 3-yr total return4.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGB00B417P793.LCategory
YTD-5.37%0.00%
1-month1.23%0.00%
3-month5.54%0.00%
1-year-10.76%0.00%
3-year2.69%0.00%
5-year3.77%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
GB00B417P793.LCategory
2018
N/AN/A
2017
21.05%N/A
2016
0.05%N/A
2015
-0.73%N/A
2014
6.40%-3.45%
2013
23.76%20.06%
2012
13.34%15.27%
2011
-12.15%-10.65%
2010
14.05%7.25%
2009
N/A34.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-2.82%3.41%5.17%N/A
20176.51%5.41%3.05%4.63%
2016-6.52%0.34%4.88%1.70%
20154.34%-1.61%-9.85%7.26%
20140.26%3.37%1.39%1.25%
201310.37%2.86%3.32%5.52%
20129.62%-4.94%6.38%2.24%
20110.77%-2.24%-14.68%4.52%
20105.57%-10.07%9.07%10.14%
200912.74%4.59%N/AN/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year-15.23%
3-year0.95%
5-year2.71%
10-yearN/A