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LSE - Delayed Quote GBP

Sarasin Responsible Global Equity Fund (0P0000TFZM.L)

2.9530
+0.0320
+(1.10%)
At close: May 2 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -7.17%
5y Average Return 6.91%
Number of Years Up 11
Number of Years Down 2
Best 1Y Total Return (May 2, 2025) 26.73%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 26.73%
Worst 3Y Total Return 1.87%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000TFZM.L
Category
YTD
-6.88%
0.00%
1-Month
-6.09%
0.00%
3-Month
-6.88%
0.00%
1-Year
-1.59%
0.00%
3-Year
0.65%
0.00%
5-Year
8.36%
0.00%
10-Year
7.81%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000TFZM.L
Category
2024
14.06%
--
2023
4.14%
--
2022
-10.76%
--
2021
13.76%
--
2020
18.14%
--
2019
26.73%
--
2018
-3.87%
--
2017
14.85%
--

2016
17.26%
--
2015
3.59%
--
2014
8.69%
--
2013
22.79%
--
2012
8.89%
--
2011
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.92% 3.62% -2.24% 4.33%
2023 1.61% 2.02% -5.01% 5.76%
2022 -3.20% -9.40% 0.04% 1.71%
2021 2.88% 3.76% 3.41% 3.06%
2020 -11.20% 18.36% 3.41% 8.69%
2019 8.51% 8.16% 5.75% 2.10%
2018 -4.09% 8.13% 5.42% -12.08%
2017 5.64% 3.26% 1.55% 3.68%
2016 -2.80% 5.97% 8.92% 4.52%
2015 6.28% -5.65% -5.73% 9.57%

2014 -0.67% 1.49% 3.14% 4.52%
2013 16.27% 2.35% -0.90% 4.12%
2012 6.73% -3.96% 3.81% 2.33%
2011 -12.64% 4.23% -- --

Rank in Category (By Total Return)

YTD 56
1-Month 20
3-Month 56
1-Year 45
3-Year 85
5-Year 77

Load Adjusted Returns

1-Year -1.59%
3-Year 0.65%
5-Year 8.36%
10-Year 7.81%

Performance & Risk

YTD Return -7.17%
5y Average Return 6.91%
Rank in Category (ytd) 56
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.75
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Sarasin Investment Funds Ltd
Net Assets --
YTD Return -6.88%
Yield 1.16%
Morningstar Rating
Inception Date May 12, 2023

Fund Summary

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