Schroder MM Diversity Q AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 0.28 | -1.01 | 5.69 | 4.59 | 7.59 | 5.25 | 7.15 | 3.34 |
+/- Category | -4.59 | 2.86 | -3.39 | 0.75 | 4.14 | 15.53 | 0.86 | 0.79 |
+/- Category Index | - | - | - | -0.58 | 3.89 | 16.32 | -0.59 | 0.57 |
% Rank in Category | 99 | 5 | 91 | 44 | 8 | 1 | 33 | 23 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.33 | 0.19 | 0.37 |
1 Week | 0.87 | 0.41 | 0.57 |
1 Month | 1.82 | 0.77 | 1.17 |
3 Months | 1.96 | -0.39 | -0.99 |
6 Months | 5.96 | 1.90 | 1.65 |
YTD | 5.07 | 1.84 | 1.49 |
1 Year | 10.04 | 1.47 | 0.78 |
3 Years Annualised | 5.96 | 6.15 | 5.67 |
5 Years Annualised | 6.41 | 4.91 | 4.53 |
10 Years Annualised | 4.44 | 1.62 | 0.70 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.81 | 1.50 | - | - |
2023 | 2.68 | -1.02 | 1.47 | 3.90 |
2022 | 3.68 | -0.91 | -2.59 | 5.17 |
2021 | 6.91 | 0.63 | 0.16 | -0.16 |
2020 | -10.93 | 10.10 | -0.54 | 7.23 |
2019 | 1.68 | 0.92 | 1.00 | 1.98 |
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