Schroder Income Maximiser A Accumulation GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 7.76 | -2.43 | 8.67 | -17.57 | 26.16 | 1.14 | 11.22 | 10.01 |
+/- Category | -2.97 | 8.13 | -10.27 | -5.01 | 8.35 | 4.58 | 4.46 | -1.05 |
+/- Category Index | - | - | - | - | - | - | 3.60 | -0.69 |
% Rank in Category | 78 | 6 | 94 | 89 | 7 | 31 | 10 | 71 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.95 | 1.00 | 0.62 |
1 Week | 1.92 | -0.28 | -0.82 |
1 Month | 0.20 | 0.87 | 0.18 |
3 Months | 1.02 | 1.16 | 1.70 |
6 Months | 12.26 | 0.84 | -0.26 |
YTD | 7.62 | -0.61 | -1.39 |
1 Year | 15.86 | 1.92 | 2.29 |
3 Years Annualised | 8.72 | 4.17 | 1.93 |
5 Years Annualised | 7.15 | 1.44 | 1.28 |
10 Years Annualised | 5.31 | -0.01 | -0.61 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.80 | 4.32 | - | - |
2023 | 4.28 | -3.56 | 5.54 | 4.79 |
2022 | 4.00 | -6.59 | -8.24 | 13.46 |
2021 | 11.33 | 3.15 | 3.41 | 6.24 |
2020 | -30.04 | 7.23 | -7.53 | 18.82 |
2019 | 5.26 | -1.40 | -1.16 | 5.94 |
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