Schroder UK Alpha Income Fund A 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 | 11.68 | -16.35 | 21.24 | -8.42 | 13.85 | 0.84 | 5.11 | 10.29 |
+/- Category | 0.94 | -5.79 | 2.30 | 4.14 | -3.96 | 4.28 | -1.65 | -0.77 |
+/- Category Index | - | - | - | - | - | - | -2.51 | -0.41 |
% Rank in Category | 37 | 95 | 41 | 24 | 88 | 33 | 78 | 68 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.73 | 0.78 | 0.03 |
1 Week | 2.06 | -0.15 | 0.27 |
1 Month | -0.72 | -0.05 | -1.45 |
3 Months | -0.28 | -0.14 | -0.10 |
6 Months | 12.76 | 1.34 | 0.25 |
YTD | 8.41 | 0.18 | -1.37 |
1 Year | 12.81 | -1.13 | -1.81 |
3 Years Annualised | 3.85 | -0.70 | -3.20 |
5 Years Annualised | 6.47 | 0.76 | 0.16 |
10 Years Annualised | 4.47 | -0.84 | -1.47 |
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 | 2.54 | 4.57 | - | - |
2023 | 2.30 | -0.81 | 1.41 | 2.15 |
2022 | 4.32 | -5.70 | -7.03 | 10.25 |
2021 | 4.44 | 4.91 | 2.32 | 1.56 |
2020 | -27.88 | 10.47 | -0.18 | 15.16 |
2019 | 9.62 | 2.30 | 0.00 | 8.11 |
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