Breaking News
Get 55% Off 0
👀 Copy Legendary Investors' Portfolios in One Click
Copy For Free
Close

Sarasin Ie Multi Asset - Dynamic (usd) Class I Accumulating Shares (0P0000WIDR)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
159.969 +0.330    +0.21%
17/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  Ireland
Issuer:  Sarasin Funds Management (Ireland) Ltd.
ISIN:  IE00B60G6G71 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 147.96M
Sarasin IE GlobalSar - Dynamic (USD) Class I Accum 159.969 +0.330 +0.21%

0P0000WIDR Overview

 
Find basic information about the Sarasin Ie Multi Asset - Dynamic (usd) Class I Accumulating Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000WIDR MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change14.61%
Prev. Close159.638
Risk Rating
TTM Yield2.10%
ROE34.87%
IssuerSarasin Funds Management (Ireland) Ltd.
TurnoverN/A
ROA14.58%
Inception DateJul 02, 2012
Total Assets147.96M
Expenses1%
Min. Investment1,500,000
Market Cap239.39B
CategoryUSD Moderate Allocation
What is your sentiment on Sarasin IE GlobalSar - Dynamic (USD) Class I Accum?
or
Vote to see community's results!

Sarasin Ie Multi Asset - Dynamic (usd) Class I Accumulating Shares Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1117 1014 1167 1052 1280 1683
Fund Return 11.71% 1.38% 16.74% 1.7% 5.06% 5.34%
Place in category 278 791 236 643 248 77
% in Category 19 57 15 53 28 13

Top Equity Funds by Sarasin Funds Management (Ireland) Ltd.

  Name Rating Total Assets YTD% 3Y% 10Y%
  GlobalSar Dynamic USD Class A Accum 38.13M 10.94 0.94 4.56
  GlobalSar Dynamic USD Class A Incom 2.02M 10.94 0.94 4.56
  GlobalSar Dynamic USD Class F Accum 1.24M 11.45 1.45 5.08
  GlobalSar Dynamic USD Class I Incom 4.18M 11.71 1.70 5.35
  GlobalSar Dynamic USD Class P Accum 83.98M 11.71 1.70 5.35

Top Funds for USD Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Janus Balanced Fund A USD Inc 8.85B 14.01 4.59 7.15
  IE00B6Q9PT69 8.85B 11.58 1.92 -
  IE00BRJT7H22 3.92B 6.80 0.89 -
  Global Multi Asset Fund Insitutiona 1.26B 14.69 2.97 5.56
  Global Multi Asset Fund Inv Acc USD 1.26B 14.29 2.61 5.19

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 3.33 253.48 +0.97%
  Microsoft US5949181045 3.07 454.46 +0.64%
  Amazon.com US0231351067 2.80 231.15 -0.76%
  NVIDIA US67066G1040 2.71 130.39 -1.22%
United States Treasury Bonds 5.375% - 2.50 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators BUY Strong Buy Strong Buy
Summary Buy Strong Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000WIDR Comments

Write your thoughts about Sarasin Ie Multi Asset - Dynamic (usd) Class I Accumulating Shares
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email