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Sarasin IE GlobalSar - Dynamic GBP A Inc

Ranked 3 out of 7 in - Aggressive GBP over 12 months
All calculations are in USD unless stated

Objective

The investment objective is to achieve long term capital growth and income generation with a lower risk profile than pure stock market alternatives by investment on a global basis. This is achieved through investment in a broadly diversified portfolio of stocks, bonds and currencies. The Trust will seek to achieve a lower risk profile than full investment in listed equities using a balanced, multi asset approach.

Showing fund performance in Singapore View performance globally

Performance

Aggressive GBP over : 30/11/2017 - 30/11/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.7% -4.2% 0.7%
2017 21.6% 5.7% 5.6% 5.3% 3.4%
2016 -6.9% -3.3% -4.2% 4.0% -3.4%
2015 -3.6% 0.3% 3.3% -9.2% 2.4%
2014 1.9% 1.6% 4.9% -3.3% -1.2%
2013 15.4% 1.6% -1.0% 8.5% 5.8%
2012 16.9% 9.1% -4.5% 8.5% 3.5%
2011 -11.0% 0.6% 0.2% -14.6% 3.4%
2010 6.1% -1.8% -7.2% 10.9% 5.1%
2009 28.7% -4.5% 19.9% 8.9% 3.2%
2008 -40.7% -5.0% -1.2% -18.3% -22.7%
2007 11.3% 0.5% 6.6% 3.7% 0.2%
2006 23.1% 6.1% 2.1% 3.7% 9.5%
2005 8.7% 1.3% -0.5% 6.7% 1.1%
2004 12.9% 6.3% -5.1% 1.3% 10.6%
2003 28.1% -4.8% 15.9% 3.8% 11.8%
2002 0.6% -1.2% 1.0% -3.9% 5.0%
2001 -13.3% -8.3% -1.6% -4.9% 1.1%
2000 -9.2% 3.1% -5.8% -5.7% -0.9%
1999 15.7% -0.4% 0.7% 3.0% 12.1%
1998 17.2% 9.3% 0.7% 1.2% 5.2%
1997 15.2% 1.3% 8.6% 3.3% 1.5%
1996 18.8% -0.2% 3.8% 2.2% 12.3%
1995 12.3% 1.9% 3.6% 4.1% 2.2%
1994 -2.3% -2.7% -0.7% 2.2% -1.0%
1993 20.1% 6.0% 2.8% 5.7% 4.2%
1992 -0.1% -1.4% 10.2% -1.3% -6.8%
1991 13.2% -0.8% -1.8% 10.4% 5.3%
1990 8.1% -1.8% 10.6% -8.1% 8.2%
1989 20.5% 3.1% 1.3% 8.8% 6.0%
1988 -3.0% -0.2% 5.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Singapore
  3. United Kingdom

Fund Info

  • Launch date01/01/1988
  • Share Class size07Mn
  • Base currencyGBP
  • ISIN IE00B57ZRF61

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.50%

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