Schroder UK Alpha Income Fund Z Accumulation 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 | 12.51 | -15.70 | 22.12 | -7.73 | 14.68 | 1.53 | 5.84 | 11.18 |
+/- Category | 1.78 | -5.14 | 3.17 | 4.83 | -3.13 | 4.97 | -0.92 | -0.09 |
+/- Category Index | - | - | - | - | - | - | -1.78 | -0.35 |
% Rank in Category | 26 | 91 | 33 | 18 | 81 | 29 | 73 | 57 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.07 | -0.03 | -0.51 |
1 Week | 0.64 | -0.03 | -0.58 |
1 Month | -0.63 | -0.61 | -1.79 |
3 Months | 3.53 | -1.04 | 0.71 |
6 Months | 9.31 | -0.71 | 0.06 |
YTD | 9.35 | -0.72 | -0.92 |
1 Year | 10.32 | -3.18 | -4.20 |
3 Years Annualised | 5.87 | 0.24 | -1.83 |
5 Years Annualised | 6.14 | 0.90 | 0.64 |
10 Years Annualised | 5.26 | -0.04 | -0.54 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.74 | 4.69 | - | - |
2023 | 2.51 | -0.64 | 1.56 | 2.32 |
2022 | 4.48 | -5.49 | -6.88 | 10.42 |
2021 | 4.64 | 5.12 | 2.50 | 1.72 |
2020 | -27.71 | 10.63 | 0.05 | 15.32 |
2019 | 9.79 | 2.50 | 0.18 | 8.33 |
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