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Sarasin Responsible Global Equity P Inc (0P0000X4DD.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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265.40+2.00 (+0.76%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.75%
5-year average return8.89%
Number of years up10
Number of years down2
Best 1-yr total return (3 May 2024)26.90%
Worst 1-yr total return (3 May 2024)N/A
Best 3-yr total return26.90%
Worst 3-yr total return2.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000X4DD.LCategory
YTD8.14%0.00%
1-month2.92%0.00%
3-month8.14%0.00%
1-year11.45%0.00%
3-year4.29%0.00%
5-year10.23%0.00%
10-year10.40%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000X4DD.LCategory
2024
N/AN/A
2023
4.90%N/A
2022
-10.08%N/A
2021
14.55%N/A
2020
19.09%N/A
2019
26.90%N/A
2018
-3.12%N/A
2017
15.75%N/A
2016
18.16%N/A
2015
4.39%N/A
2014
10.79%N/A
2013
23.75%N/A
2012
9.45%N/A
2011
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.14%N/AN/AN/A
20231.79%2.19%-4.84%5.99%
2022-3.01%-9.23%0.22%1.92%
20213.03%3.98%3.58%3.23%
2020-11.03%18.54%3.64%8.95%
20198.49%8.31%5.53%2.33%
2018-3.89%8.31%5.63%-11.89%
20175.86%3.48%1.72%3.88%
2016-2.60%6.23%9.12%4.66%
20156.49%-5.39%-5.59%9.75%
20140.63%1.73%3.42%4.65%
201316.47%2.59%-0.76%4.36%
20127.16%-3.94%3.78%2.46%
2011-14.04%5.10%N/AN/A

Rank in category (by total return)

YTD59
1-month32
3-month59
1-year87
3-year68
5-year54

Load adjusted returns

1-year11.45%
3-year4.29%
5-year10.23%
10-year10.40%