Schroder UK Alpha Plus Fund Z Income GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Annual Returns (GBP) | 29/02/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 29/02 | |
Price Return | 9.45 | -10.55 | 18.24 | -0.09 | 11.67 | -10.99 | 8.14 | 0.17 |
+/- Category | -2.18 | -0.74 | -1.10 | 9.01 | -6.30 | -8.92 | -0.06 | 1.08 |
+/- Category Index | - | - | - | - | - | - | 0.52 | 1.52 |
% Rank in Category | 81 | 70 | 60 | 6 | 93 | 88 | 39 | 9 |
Trailing Returns (GBP) | 28/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.39 | 0.30 | 0.24 |
1 Week | 0.70 | -1.64 | -1.88 |
1 Month | 1.75 | -1.47 | -2.09 |
3 Months | 1.74 | -1.02 | -1.47 |
6 Months | 5.85 | -0.83 | -0.62 |
YTD | 1.52 | -1.25 | -1.62 |
1 Year | 3.67 | -6.20 | -6.56 |
3 Years Annualised | 1.65 | -5.24 | -6.38 |
5 Years Annualised | 3.45 | -1.67 | -1.70 |
10 Years Annualised | 4.01 | -1.22 | -1.50 |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | 9.12 | -1.27 | -2.04 | 2.48 |
2022 | -7.43 | -8.87 | -5.65 | 11.83 |
2021 | 5.08 | 3.70 | 1.44 | 1.02 |
2020 | -27.17 | 16.86 | 1.95 | 15.14 |
2019 | 9.64 | 1.88 | 1.31 | 4.49 |
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