Schroder Global Recovery Fund Z Accumulation GBP

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Growth Of 1000 (GBP) 31/05/2024
Fund:  Schroder Global Recovery Fund Z Accumulation GBP
Category:  Global Large-Cap Value Equity
Category Index:  Morningstar Gbl Val TME NR USD
Growth of 1,000 GBP
Annual Returns (GBP)31/05/2024
 201720182019202020212022202331/05
Price Return10.87-8.1017.87-7.2523.861.6013.814.46
+/- Category-0.070.223.24-9.005.631.114.52-1.96
+/- Category Index----2.57-2.005.07-3.03
% Rank in Category5550249517441580
Trailing Returns (GBP)17/06/2024
   Total Returns   +/- Category   +/- Category Index
1 Day-0.46   -0.21-0.58
1 Week-2.06   -0.47-1.56
1 Month-5.46   -2.03-3.14
3 Months-0.18   -0.87-2.60
6 Months3.41   -2.76-5.08
YTD1.30   -3.31-5.67
1 Year5.82   -4.67-9.18
3 Years Annualised6.60   0.37-2.70
5 Years Annualised7.54   -0.29-1.45
10 Years Annualised-   --
 
Quarterly Returns (GBP)31/05/2024
 Quarter 1Quarter 2Quarter 3Quarter 4
20245.01---
20237.580.201.374.16
20220.77-3.06-5.6510.23
202113.793.513.311.79
2020-31.6113.69-2.4122.24
20197.445.82-0.083.75
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
31 Mar 2031 Mar 2131 Mar 2231 Mar 2331 Mar 24
-24.9854.329.698.4611.10
 
 
 
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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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