Schroder UK Alpha Plus Fund A Accumulation 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 | 8.68 | -11.22 | 17.32 | -0.83 | 10.82 | -11.64 | 7.35 | 0.92 |
+/- Category | -2.96 | -1.41 | -2.03 | 8.27 | -7.14 | -9.57 | -0.86 | -6.09 |
+/- Category Index | - | - | - | - | - | - | -0.27 | -6.37 |
% Rank in Category | 86 | 78 | 67 | 7 | 94 | 92 | 73 | 100 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.12 | -0.01 | 0.66 |
1 Week | 0.87 | 0.41 | 0.76 |
1 Month | 2.22 | 0.28 | 1.15 |
3 Months | 3.43 | -1.28 | -0.84 |
6 Months | 4.31 | -5.54 | -5.73 |
YTD | 2.69 | -5.20 | -5.45 |
1 Year | 2.22 | -12.01 | -12.74 |
3 Years Annualised | -0.31 | -6.64 | -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 | 1.34 | -0.41 | - | - |
2023 | 8.89 | -1.45 | -2.23 | 2.32 |
2022 | -7.57 | -8.97 | -5.92 | 11.63 |
2021 | 4.90 | 3.49 | 1.26 | 0.80 |
2020 | -27.29 | 16.63 | 1.76 | 14.92 |
2019 | 9.40 | 1.69 | 1.11 | 4.29 |
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