Schroder Income Maximiser L Accumulation 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 | 8.43 | -1.75 | 9.41 | -17.04 | 26.98 | 1.81 | 11.97 | 5.52 |
+/- Category | -2.30 | 8.80 | -9.53 | -4.48 | 9.17 | 5.25 | 5.21 | -1.04 |
+/- Category Index | - | - | - | - | - | - | 4.35 | -1.77 |
% Rank in Category | 70 | 5 | 92 | 87 | 5 | 27 | 6 | 71 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.40 | -0.31 | 0.39 |
1 Week | 0.27 | -0.47 | 0.17 |
1 Month | 3.60 | 0.21 | 2.53 |
3 Months | 7.29 | 1.30 | 3.02 |
6 Months | 9.88 | -1.13 | -0.16 |
YTD | 7.36 | -1.56 | -0.78 |
1 Year | 17.64 | 1.21 | 2.69 |
3 Years Annualised | 10.79 | 4.77 | 2.93 |
5 Years Annualised | 5.96 | 0.97 | 0.99 |
10 Years Annualised | 5.92 | 0.62 | 0.10 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.98 | 4.49 | - | - |
2023 | 4.50 | -3.41 | 5.70 | 4.94 |
2022 | 4.21 | -6.45 | -8.09 | 13.63 |
2021 | 11.52 | 3.27 | 3.65 | 6.37 |
2020 | -29.93 | 7.40 | -7.37 | 19.01 |
2019 | 5.40 | -1.21 | -0.97 | 6.11 |
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