Schroder UK Smaller Companies Fund Z 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 | 25.91 | -12.60 | 20.63 | 12.91 | 14.36 | -25.41 | 0.33 | 19.93 |
+/- Category | -0.06 | -0.62 | -4.63 | 5.61 | -8.49 | -1.38 | 0.57 | 6.72 |
+/- Category Index | - | - | - | - | - | - | -6.58 | 9.36 |
% Rank in Category | 57 | 48 | 78 | 24 | 89 | 56 | 47 | 5 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.45 | 0.45 | -0.53 |
1 Week | 1.46 | -0.25 | -0.52 |
1 Month | 0.45 | 1.92 | 0.97 |
3 Months | 5.63 | 3.52 | 3.36 |
6 Months | 19.81 | 8.53 | 7.64 |
YTD | 18.55 | 8.30 | 11.05 |
1 Year | 19.50 | 4.97 | 5.63 |
3 Years Annualised | -6.73 | -0.39 | -2.57 |
5 Years Annualised | 6.04 | 0.87 | 3.12 |
10 Years Annualised | 7.51 | 0.67 | 2.50 |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.50 | 13.54 | - | - |
2023 | -4.95 | 3.54 | -2.41 | 4.47 |
2022 | -11.13 | -15.79 | -7.30 | 7.52 |
2021 | 11.15 | 7.50 | 1.23 | -5.45 |
2020 | -32.99 | 24.29 | 7.02 | 26.68 |
2019 | 1.30 | 3.94 | -0.58 | 15.24 |
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