Schroder UK Alpha Plus Fund L 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 | 9.54 | -10.48 | 18.32 | -0.01 | 11.74 | -10.96 | 8.21 | 4.17 |
+/- Category | -2.09 | -0.67 | -1.03 | 9.09 | -6.23 | -8.88 | 0.00 | -6.00 |
+/- Category Index | - | - | - | - | - | - | 0.59 | -6.53 |
% Rank in Category | 81 | 69 | 60 | 6 | 93 | 87 | 38 | 99 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.63 | 1.68 | 0.93 |
1 Week | 1.88 | -0.40 | 0.09 |
1 Month | -0.61 | 0.02 | -1.33 |
3 Months | -2.24 | -0.97 | -2.06 |
6 Months | 3.08 | -6.91 | -9.42 |
YTD | 2.58 | -4.76 | -7.20 |
1 Year | 1.68 | -10.10 | -12.94 |
3 Years Annualised | -1.40 | -6.32 | -8.44 |
5 Years Annualised | 3.74 | -1.67 | -2.57 |
10 Years Annualised | 4.07 | -1.52 | -1.87 |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.53 | -0.22 | - | - |
2023 | 9.14 | -1.27 | -2.02 | 2.49 |
2022 | -7.41 | -8.79 | -5.71 | 11.84 |
2021 | 5.11 | 3.71 | 1.46 | 1.03 |
2020 | -27.16 | 16.90 | 1.98 | 15.15 |
2019 | 9.65 | 1.89 | 1.34 | 4.50 |
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