Schroder MM Diversity T 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 | 0.10 | -1.18 | 5.57 | 4.52 | 7.48 | 5.11 | 7.18 | 3.05 |
+/- Category | -4.77 | 2.70 | -3.51 | 0.69 | 4.03 | 15.39 | 0.89 | 2.35 |
+/- Category Index | - | - | - | -0.65 | 3.78 | 16.18 | -0.56 | 2.56 |
% Rank in Category | 99 | 5 | 92 | 45 | 8 | 1 | 33 | 4 |
Trailing Returns (GBP) | 15/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.00 | -0.15 | -0.52 |
1 Week | 0.50 | 0.12 | -0.18 |
1 Month | 1.08 | -0.20 | -1.08 |
3 Months | 6.31 | 3.54 | 3.30 |
6 Months | 8.11 | 1.60 | 1.05 |
YTD | 4.09 | 1.94 | 1.29 |
1 Year | 7.62 | 1.27 | -0.15 |
3 Years Annualised | 5.07 | 4.89 | 4.33 |
5 Years Annualised | 6.80 | 4.93 | 4.41 |
10 Years Annualised | - | - | - |
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 | 1.71 | - | - | - |
2023 | 2.71 | -1.01 | 1.33 | 4.02 |
2022 | 3.60 | -0.89 | -2.61 | 5.11 |
2021 | 6.94 | 0.51 | 0.17 | -0.17 |
2020 | -10.97 | 10.10 | -0.58 | 7.25 |
2019 | 1.69 | 0.88 | 0.97 | 1.92 |
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