Schroder MM Diversity Q AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 0.28 | -1.01 | 5.69 | 4.59 | 7.59 | 5.25 | 7.15 | 3.20 |
+/- Category | -4.59 | 2.86 | -3.39 | 0.75 | 4.14 | 15.53 | 0.86 | 2.49 |
+/- Category Index | - | - | - | -0.58 | 3.89 | 16.32 | -0.59 | 2.71 |
% Rank in Category | 99 | 5 | 91 | 44 | 8 | 1 | 33 | 3 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.27 | -0.04 | -0.14 |
1 Week | 0.61 | 0.12 | 0.04 |
1 Month | 0.88 | 1.47 | 0.96 |
3 Months | 3.78 | 2.75 | 2.14 |
6 Months | 7.00 | 0.67 | 0.20 |
YTD | 2.99 | 2.26 | 1.64 |
1 Year | 6.24 | 1.47 | 0.17 |
3 Years Annualised | 5.20 | 5.72 | 5.09 |
5 Years Annualised | 6.59 | 5.14 | 4.49 |
10 Years Annualised | 4.15 | 1.56 | 0.57 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.81 | - | - | - |
2023 | 2.68 | -1.02 | 1.47 | 3.90 |
2022 | 3.68 | -0.91 | -2.59 | 5.17 |
2021 | 6.91 | 0.63 | 0.16 | -0.16 |
2020 | -10.93 | 10.10 | -0.54 | 7.23 |
2019 | 1.68 | 0.92 | 1.00 | 1.98 |
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