SJP Schroder Managed Inet Pension FundRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 6.70 | -5.08 | 10.22 | 4.23 | 10.60 | -9.85 | 7.71 | 6.16 |
+/- Category | -3.30 | 1.29 | -5.45 | -1.02 | -0.55 | 0.23 | -0.65 | 1.86 |
+/- Category Index | - | - | - | -0.29 | -1.67 | -2.59 | -2.95 | 1.05 |
% Rank in Category | 93 | 15 | 100 | 53 | 52 | 51 | 58 | 4 |
Trailing Returns (GBP) | 18/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.18 | 0.18 | -0.07 |
1 Week | -1.59 | -0.10 | -0.13 |
1 Month | -0.22 | 0.17 | -0.34 |
3 Months | 5.13 | 1.20 | 0.36 |
6 Months | 8.97 | 1.06 | 0.99 |
YTD | 3.69 | 1.53 | 0.86 |
1 Year | 8.81 | 2.22 | 0.08 |
3 Years Annualised | 1.98 | 0.17 | -1.94 |
5 Years Annualised | 3.71 | -0.51 | -1.87 |
10 Years Annualised | 4.91 | -0.56 | -1.88 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.16 | - | - | - |
2023 | 1.53 | 0.94 | -0.42 | 5.54 |
2022 | -2.04 | -7.63 | -0.78 | 0.40 |
2021 | 2.33 | 3.28 | 2.09 | 2.51 |
2020 | -14.28 | 9.78 | 0.83 | 9.85 |
2019 | 4.35 | 2.40 | 1.10 | 2.02 |
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