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Sarasin GlobalSar - Strategic A Acc

Ranked 236 out of 387 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The Fund seeks to provide a real return to Shareholders over the long term through a combination of income and capital growth. It is intended that the Fund will invest in a broad, diversified global portfolio of investments. The fund the fund may invest in any class of asset available for UCITS schemes under the rules in COLL including transferable securities, deposits and derivatives and forward transactions. Cash and near cash may also be held by the fund.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 30/06/2017 - 30/06/2018
  • Rank 236/387 Total Return
  • Rank 43/387 Standard Deviation
  • Rank 48/387 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.5% 1.2%
2017 8.9% 3.9% 1.2% 1.4% 2.2%
2016 9.8% 0.3% 2.7% 6.5% 0.1%
2015 1.4% 4.5% -2.7% -3.7% 3.5%
2014 8.7% 1.4% 2.0% 2.2% 2.8%
2013 9.5% 7.3% -1.9% 1.8% 2.2%
2012 9.5% 4.5% -1.6% 4.2% 2.3%
2011 -3.3% 0.0% -0.7% -4.6% 2.1%
2010 8.5% 5.2% -5.3% 4.9% 3.9%
2009 9.7% -6.2% 4.7% 9.4% 2.1%
2008 -18.3% -3.5% -1.0% -9.2% -5.8%
2007 15.8% 2.3% 4.4% 2.1% 6.3%
2006 8.1% 5.2% -3.9% 1.9% 4.9%
2005 21.9% 2.3% 4.8% 8.3% 4.9%
2004 5.6% 2.6% -3.4% 0.8% 5.7%
2003 18.3% -2.2% 10.3% 4.6% 5.0%
2002 -9.8% 1.2% -5.1% -7.1% 1.1%
2001 -10.3% -4.2% -0.3% -7.6% 1.5%
2000 -2.3% 1.8% 1.2% -2.4% -2.9%
1999 4.8% -1.5% 12.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/02/1999
  • Share Class size07Mn
  • Base currencyGBP
  • ISIN GB0009341875

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.85%
  • Initial investment0.85

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).