Schroder UK Smaller Companies Fund Z Income GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 25.90 | -12.64 | 20.69 | 12.94 | 14.34 | -25.44 | 0.35 | 18.81 |
+/- Category | -0.07 | -0.66 | -4.57 | 5.64 | -8.51 | -1.41 | 0.59 | 6.65 |
+/- Category Index | - | - | - | - | - | - | -6.56 | 9.39 |
% Rank in Category | 57 | 49 | 77 | 22 | 90 | 57 | 47 | 5 |
Trailing Returns (GBP) | 17/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.38 | 0.37 | 0.17 |
1 Week | 0.00 | -0.02 | -1.78 |
1 Month | -1.32 | 1.01 | -2.23 |
3 Months | 1.55 | 0.80 | -4.62 |
6 Months | 17.06 | 7.99 | 6.18 |
YTD | 17.31 | 8.24 | 8.22 |
1 Year | 22.26 | 8.15 | 7.10 |
3 Years Annualised | -6.96 | 0.12 | -3.43 |
5 Years Annualised | 5.56 | 1.18 | 3.71 |
10 Years Annualised | 7.29 | 0.68 | 2.11 |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.50 | 13.58 | - | - |
2023 | -4.94 | 3.55 | -2.40 | 4.46 |
2022 | -11.11 | -15.82 | -7.31 | 7.50 |
2021 | 11.09 | 7.47 | 1.24 | -5.41 |
2020 | -33.00 | 24.33 | 7.02 | 26.70 |
2019 | 1.31 | 3.93 | -0.55 | 15.25 |
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