Schroder UK Multi-Cap Income 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 | 5.38 | -7.28 | 16.50 | -11.74 | 17.78 | -13.09 | 10.84 | 10.96 |
+/- Category | -5.36 | 3.28 | -2.44 | 0.82 | -0.03 | -9.65 | 4.08 | -0.11 |
+/- Category Index | - | - | - | - | - | - | 3.22 | 0.25 |
% Rank in Category | 97 | 8 | 82 | 76 | 42 | 92 | 11 | 61 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.84 | -0.02 | 0.14 |
1 Week | 1.49 | -0.54 | -0.30 |
1 Month | -0.06 | -0.22 | -0.79 |
3 Months | 0.32 | -0.42 | 0.50 |
6 Months | 10.23 | -1.87 | -2.28 |
YTD | 8.39 | -0.77 | -1.39 |
1 Year | 15.52 | 0.21 | 0.90 |
3 Years Annualised | 1.27 | -3.56 | -5.78 |
5 Years Annualised | 3.74 | -2.19 | -2.57 |
10 Years Annualised | 3.62 | -1.73 | -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 | 2.36 | 5.22 | - | - |
2023 | 1.69 | 0.98 | 2.10 | 5.72 |
2022 | -3.34 | -12.30 | -8.90 | 12.54 |
2021 | 11.33 | 4.31 | -1.69 | 3.17 |
2020 | -29.72 | 11.36 | -4.97 | 18.67 |
2019 | 6.96 | 0.45 | 2.48 | 5.80 |
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