Schroder Countrywide Managed Balanced Fund Q1 GBP AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2021 | 2022 | 2023 | 30/06 | |||||
Price Return | 10.95 | -8.15 | 7.60 | 7.65 | ||||
+/- Category | -0.19 | 1.93 | -0.76 | 1.67 | ||||
+/- Category Index | -1.32 | -0.88 | -3.06 | 0.60 | ||||
% Rank in Category | 54 | 30 | 62 | 20 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.21 | 0.03 | 0.33 |
1 Week | 0.37 | -0.05 | 0.11 |
1 Month | 2.27 | 0.74 | 1.16 |
3 Months | 4.29 | 1.24 | 0.38 |
6 Months | 10.02 | 2.34 | 1.41 |
YTD | 8.58 | 1.92 | 0.74 |
1 Year | 14.52 | 1.65 | -0.54 |
3 Years Annualised | 3.37 | 0.70 | -1.67 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.53 | 2.98 | - | - |
2023 | 2.69 | -0.16 | 0.49 | 4.43 |
2022 | -1.84 | -6.55 | -4.52 | 4.87 |
2021 | 3.16 | 3.79 | 1.38 | 2.21 |
2020 | - | - | - | 9.35 |
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