Schroder Recovery Fund Z Accumulation GBP

Growth Of 1000 (GBP) 31/01/2020
Fund:  Schroder Recovery Fund Z Accumulation GBP
Category:  UK Flex-Cap Equity
Category Index:  FTSE AllSh TR GBP
Growth of 1,000 GBP
Annual Returns (GBP)31/01/2020
 201320142015201620172018201931/01
Price Return46.162.17-12.7431.118.13-3.679.76-5.93
+/- Category15.972.03-19.6520.79-7.998.51-13.99-3.56
+/- Category Index25.360.99-13.7214.35-4.975.80-9.41-2.68
% Rank in Category2279939069798
Trailing Returns (GBP)18/02/2020
   Total Returns   +/- Category   +/- Category Index
1 Day-1.16   -0.53-0.48
1 Week-1.69   -1.27-0.65
1 Month-5.64   -4.02-2.58
3 Months-1.95   -7.28-4.58
6 Months7.39   -5.760.13
YTD-6.44   -5.59-4.85
1 Year-3.66   -17.14-12.39
3 Years Annualised1.33   -4.82-3.96
5 Years Annualised3.15   -3.65-2.93
10 Years Annualised*9.51   -0.171.48
 
Quarterly Returns (GBP)31/01/2020
 Quarter 1Quarter 2Quarter 3Quarter 4
20194.83-1.68-0.456.97
2018-2.066.760.26-8.11
20172.030.093.132.67
20166.131.738.9811.42
20151.43-1.14-11.21-1.99
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
31 Dec 1531 Dec 1631 Dec 1731 Dec 1831 Dec 19
-12.7431.118.13-3.679.76
 
 
 
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* This share class has performance data calculated prior to the inception date, 2011-08-02. This is based upon a simulated/extended track record, using the track record of Schroder Recovery A Acc (ISIN: GB0007893760), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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