Schroder Monthly Income Fund A Income GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 7.38 | -4.69 | 9.36 | -2.83 | 7.99 | -8.15 | 7.91 | 1.61 |
+/- Category | -0.07 | 0.79 | -3.05 | -6.91 | -0.08 | 2.30 | 0.38 | -0.25 |
+/- Category Index | - | - | - | -8.12 | -0.01 | 1.10 | -1.35 | -0.57 |
% Rank in Category | 49 | 38 | 88 | 95 | 51 | 26 | 43 | 62 |
Trailing Returns (GBP) | 16/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.22 | 0.01 | -0.27 |
1 Week | 0.90 | 0.25 | 0.10 |
1 Month | 2.91 | 1.08 | 0.22 |
3 Months | 4.03 | 0.11 | -0.23 |
6 Months | 7.76 | -0.74 | -1.54 |
YTD | 3.82 | 0.02 | -1.17 |
1 Year | 8.93 | 0.19 | -2.08 |
3 Years Annualised | 2.12 | 0.37 | -1.15 |
5 Years Annualised | 2.44 | -1.02 | -2.18 |
10 Years Annualised | 3.53 | -0.38 | -1.99 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.12 | - | - | - |
2023 | 2.27 | -0.68 | 0.84 | 5.35 |
2022 | -1.33 | -7.21 | -4.59 | 5.14 |
2021 | 3.36 | 2.71 | 0.37 | 1.35 |
2020 | -19.84 | 11.20 | -0.09 | 9.10 |
2019 | 4.57 | 2.30 | 0.06 | 2.18 |
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