Schroder UK Smaller Companies 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 | 25.91 | -12.60 | 20.63 | 12.91 | 14.36 | -25.41 | 0.33 | 2.50 |
+/- Category | -0.06 | -0.62 | -4.63 | 5.61 | -8.49 | -1.38 | 0.57 | 1.28 |
+/- Category Index | - | - | - | - | - | - | -6.58 | 1.82 |
% Rank in Category | 57 | 48 | 78 | 24 | 89 | 56 | 47 | 29 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.06 | -0.15 | -0.85 |
1 Week | 2.88 | 0.64 | 0.98 |
1 Month | 6.21 | 3.65 | 6.22 |
3 Months | 8.81 | 5.14 | 6.56 |
6 Months | 19.06 | 0.64 | 0.86 |
YTD | 8.09 | 4.92 | 8.22 |
1 Year | 12.92 | 7.85 | 9.51 |
3 Years Annualised | -7.75 | -1.85 | -2.89 |
5 Years Annualised | 3.60 | 0.54 | 3.50 |
10 Years Annualised | 6.13 | 0.47 | 2.12 |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.50 | - | - | - |
2023 | -4.95 | 3.54 | -2.41 | 4.47 |
2022 | -11.13 | -15.79 | -7.30 | 7.52 |
2021 | 11.15 | 7.50 | 1.23 | -5.45 |
2020 | -32.99 | 24.29 | 7.02 | 26.68 |
2019 | 1.30 | 3.94 | -0.58 | 15.24 |
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