Schroder Global Sustainable Value Equity Fund Z Capitalisation GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Effective 16/08/2021, this fund's investment strategy changed to the extent that its record prior to that date is not relevant to its new format. Performance prior to that date is not shown. |
Annual Returns (GBP) | 30/06/2024 | |||||||
2022 | 2023 | 30/06 | ||||||
Price Return | -2.70 | 13.47 | 5.00 | |||||
+/- Category | -3.19 | 4.17 | -0.93 | |||||
+/- Category Index | -6.30 | 4.73 | -3.14 | |||||
% Rank in Category | 73 | 17 | 62 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.18 | 0.01 | 0.02 |
1 Week | 0.67 | -0.08 | -0.18 |
1 Month | 2.03 | 0.43 | 0.32 |
3 Months | 4.35 | 3.64 | 1.92 |
6 Months | 8.08 | 1.08 | -1.30 |
YTD | 6.71 | 0.44 | -1.95 |
1 Year | 13.14 | -0.20 | -5.01 |
3 Years Annualised | - | - | - |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: Global Large-Cap Value Equity | |||
Category Index: Morningstar Gbl Val TME NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.88 | 0.11 | - | - |
2023 | 6.29 | 1.59 | 3.34 | 1.68 |
2022 | 1.50 | -2.91 | -8.70 | 8.14 |
2021 | - | - | - | 0.74 |
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