Schroder UK Alpha Income Fund Class S GBP IncRegister 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 | 12.92 | -15.42 | 22.64 | -7.37 | 15.01 | 1.76 | 6.03 | 7.69 |
+/- Category | 2.19 | -4.87 | 3.69 | 5.18 | -2.80 | 5.20 | -0.73 | 1.13 |
+/- Category Index | - | - | - | - | - | - | -1.59 | 0.40 |
% Rank in Category | 23 | 90 | 30 | 16 | 78 | 27 | 70 | 40 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.33 | -0.25 | 0.45 |
1 Week | 0.47 | -0.27 | 0.36 |
1 Month | 3.43 | 0.03 | 2.36 |
3 Months | 5.83 | -0.15 | 1.56 |
6 Months | 11.77 | 0.76 | 1.72 |
YTD | 9.35 | 0.43 | 1.21 |
1 Year | 14.83 | -1.61 | -0.12 |
3 Years Annualised | 6.43 | 0.41 | -1.43 |
5 Years Annualised | 6.32 | 1.34 | 1.35 |
10 Years Annualised | 5.55 | 0.26 | -0.26 |
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 | 2.77 | 4.80 | - | - |
2023 | 2.53 | -0.59 | 1.61 | 2.37 |
2022 | 4.55 | -5.47 | -6.83 | 10.51 |
2021 | 4.70 | 5.23 | 2.59 | 1.76 |
2020 | -27.65 | 10.77 | 0.09 | 15.48 |
2019 | 9.90 | 2.65 | 0.26 | 8.44 |
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