Schroder UK Alpha Plus Fund A Income 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 | 8.65 | -11.25 | 17.37 | -0.83 | 10.80 | -11.66 | 7.40 | 0.94 |
+/- Category | -2.99 | -1.43 | -1.98 | 8.27 | -7.16 | -9.59 | -0.81 | -6.07 |
+/- Category Index | - | - | - | - | - | - | -0.22 | -6.35 |
% Rank in Category | 86 | 78 | 67 | 7 | 94 | 92 | 71 | 100 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.11 | 0.00 | 0.67 |
1 Week | 0.88 | 0.43 | 0.78 |
1 Month | 2.23 | 0.30 | 1.16 |
3 Months | 3.43 | -1.28 | -0.84 |
6 Months | 4.36 | -5.50 | -5.68 |
YTD | 2.68 | -5.21 | -5.45 |
1 Year | 2.23 | -12.00 | -12.72 |
3 Years Annualised | -0.32 | -6.65 | -8.17 |
5 Years Annualised | 2.03 | -2.76 | -2.94 |
10 Years Annualised | 3.28 | -2.36 | -2.54 |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.33 | -0.38 | - | - |
2023 | 8.97 | -1.49 | -2.22 | 2.32 |
2022 | -7.57 | -9.05 | -5.83 | 11.59 |
2021 | 4.92 | 3.49 | 1.21 | 0.83 |
2020 | -27.29 | 16.67 | 1.72 | 14.94 |
2019 | 9.45 | 1.70 | 1.10 | 4.30 |
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