Schroder UK Alpha Plus Fund L Income GBPRegister 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 | 9.54 | -10.48 | 18.34 | -0.01 | 11.73 | -10.95 | 8.21 | 1.30 |
+/- Category | -2.10 | -0.67 | -1.01 | 9.09 | -6.24 | -8.88 | 0.00 | -5.71 |
+/- Category Index | - | - | - | - | - | - | 0.59 | -5.99 |
% Rank in Category | 81 | 69 | 59 | 6 | 93 | 87 | 38 | 99 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.10 | 0.01 | 0.68 |
1 Week | 0.90 | 0.45 | 0.80 |
1 Month | 2.29 | 0.36 | 1.23 |
3 Months | 3.62 | -1.08 | -0.65 |
6 Months | 4.73 | -5.13 | -5.31 |
YTD | 3.11 | -4.78 | -5.03 |
1 Year | 3.03 | -11.20 | -11.93 |
3 Years Annualised | 0.47 | -5.86 | -7.39 |
5 Years Annualised | 2.86 | -1.93 | -2.12 |
10 Years Annualised | 4.13 | -1.51 | -1.69 |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.53 | -0.22 | - | - |
2023 | 9.14 | -1.27 | -2.01 | 2.49 |
2022 | -7.40 | -8.87 | -5.65 | 11.84 |
2021 | 5.10 | 3.71 | 1.45 | 1.03 |
2020 | -27.15 | 16.89 | 1.97 | 15.15 |
2019 | 9.66 | 1.88 | 1.34 | 4.51 |
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