Schroder Countrywide Managed Balanced Fund Q1 GBP AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2021 | 2022 | 2023 | 31/03 | |||||
Price Return | 10.95 | -8.15 | 7.60 | 4.53 | ||||
+/- Category | -0.19 | 1.93 | -0.76 | 0.23 | ||||
+/- Category Index | -1.32 | -0.88 | -3.06 | -0.58 | ||||
% Rank in Category | 54 | 30 | 62 | 44 |
Trailing Returns (GBP) | 18/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.15 | 0.01 | -0.29 |
1 Week | -1.25 | 0.20 | 0.24 |
1 Month | 0.10 | 0.45 | 0.09 |
3 Months | 5.35 | 1.23 | 0.74 |
6 Months | 7.27 | -0.63 | -1.79 |
YTD | 2.59 | 0.56 | -0.38 |
1 Year | 5.19 | -1.24 | -3.79 |
3 Years Annualised | 1.90 | 0.14 | -2.07 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.53 | - | - | - |
2023 | 2.69 | -0.16 | 0.49 | 4.43 |
2022 | -1.84 | -6.55 | -4.52 | 4.87 |
2021 | 3.16 | 3.79 | 1.38 | 2.21 |
2020 | - | - | - | 9.35 |
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