Schroder UK Alpha Plus Fund Z Accumulation GBPRegister 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 | 9.44 | -10.55 | 18.24 | -0.09 | 11.62 | -10.96 | 8.15 | 1.53 |
+/- Category | -2.19 | -0.73 | -1.11 | 9.01 | -6.35 | -8.89 | -0.06 | -1.76 |
+/- Category Index | - | - | - | - | - | - | 0.53 | -1.91 |
% Rank in Category | 81 | 70 | 60 | 6 | 93 | 88 | 39 | 92 |
Trailing Returns (GBP) | 25/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.27 | 0.20 | 0.37 |
1 Week | 2.07 | -0.36 | -0.42 |
1 Month | -0.78 | -2.14 | -2.44 |
3 Months | 2.03 | -4.96 | -5.57 |
6 Months | 9.14 | -3.05 | -2.28 |
YTD | 0.33 | -3.77 | -4.33 |
1 Year | -4.22 | -9.42 | -9.63 |
3 Years Annualised | -0.12 | -6.08 | -7.44 |
5 Years Annualised | 2.29 | -2.03 | -2.25 |
10 Years Annualised | 3.80 | -1.45 | -1.71 |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.53 | - | - | - |
2023 | 9.12 | -1.28 | -2.03 | 2.47 |
2022 | -7.39 | -8.80 | -5.72 | 11.83 |
2021 | 5.08 | 3.74 | 1.39 | 0.98 |
2020 | -27.18 | 16.88 | 1.95 | 15.14 |
2019 | 9.63 | 1.87 | 1.32 | 4.49 |
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