Schroder Institutional UK Smaller Companies Fund X Income 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 | 31.36 | -10.22 | 21.36 | 10.27 | 18.06 | -23.07 | -1.69 | 21.48 |
+/- Category | 5.39 | 1.75 | -3.90 | 2.97 | -4.79 | 0.96 | -1.45 | 8.27 |
+/- Category Index | - | - | - | - | - | - | -8.59 | 10.91 |
% Rank in Category | 22 | 29 | 72 | 34 | 81 | 39 | 68 | 3 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.46 | -0.19 | -0.52 |
1 Week | 1.35 | -0.13 | -0.63 |
1 Month | 0.21 | 1.04 | 0.73 |
3 Months | 6.83 | 3.97 | 4.56 |
6 Months | 21.77 | 9.80 | 9.60 |
YTD | 19.84 | 8.87 | 12.34 |
1 Year | 21.73 | 6.37 | 7.86 |
3 Years Annualised | -5.46 | 0.71 | -1.30 |
5 Years Annualised | 6.55 | 1.23 | 3.63 |
10 Years Annualised | - | - | - |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.64 | 14.10 | - | - |
2023 | -4.58 | 0.91 | -0.77 | 2.89 |
2022 | -9.95 | -15.42 | -4.96 | 6.28 |
2021 | 10.59 | 9.53 | 1.60 | -4.07 |
2020 | -31.00 | 19.34 | 6.20 | 26.08 |
2019 | 2.21 | 4.69 | -0.87 | 14.41 |
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