Schroder UK Multi-Cap Income Fund Z Income 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 | 5.43 | -7.33 | 16.53 | -11.74 | 17.75 | -13.08 | 10.79 | 10.94 |
+/- Category | -5.31 | 3.22 | -2.41 | 0.82 | -0.06 | -9.64 | 4.03 | -0.12 |
+/- Category Index | - | - | - | - | - | - | 3.16 | 0.23 |
% Rank in Category | 97 | 8 | 82 | 77 | 43 | 92 | 11 | 62 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.87 | 0.01 | 0.17 |
1 Week | 1.55 | -0.47 | -0.24 |
1 Month | -0.10 | -0.25 | -0.82 |
3 Months | 0.29 | -0.46 | 0.47 |
6 Months | 10.30 | -1.80 | -2.21 |
YTD | 8.45 | -0.71 | -1.33 |
1 Year | 15.52 | 0.21 | 0.90 |
3 Years Annualised | 1.27 | -3.55 | -5.77 |
5 Years Annualised | 3.74 | -2.18 | -2.57 |
10 Years Annualised | 3.62 | -1.74 | -2.32 |
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 | 2.40 | 5.20 | - | - |
2023 | 1.65 | 1.03 | 2.11 | 5.65 |
2022 | -3.32 | -12.30 | -8.89 | 12.52 |
2021 | 11.31 | 4.33 | -1.72 | 3.17 |
2020 | -29.72 | 11.34 | -5.02 | 18.76 |
2019 | 6.95 | 0.47 | 2.49 | 5.81 |
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