Schroder MM Diversity Fund A Income GBP

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Growth Of 1000 (GBP) 31/10/2024
Fund:  Schroder MM Diversity Fund A Income GBP
Category:  GBP Allocation 20-40% Equity
Category Index:  Morningstar UK Mod Caut Tgt Alloc NR GBP
Growth of 1,000 GBP
Annual Returns (GBP)31/10/2024
 201720182019202020212022202331/10
Price Return-0.46-1.664.954.026.774.486.455.66
+/- Category-5.322.22-4.130.193.3214.760.171.22
+/- Category Index----1.143.0715.54-1.280.99
% Rank in Category100797541415020
Trailing Returns (GBP)21/11/2024
   Total Returns   +/- Category   +/- Category Index
1 Day0.16   0.150.32
1 Week0.81   0.810.74
1 Month-1.81   -1.03-1.13
3 Months-1.01   -1.37-1.45
6 Months0.24   -1.90-2.64
YTD4.82   0.16-0.57
1 Year7.57   -1.10-1.63
3 Years Annualised5.02   5.254.79
5 Years Annualised5.75   4.143.70
10 Years Annualised3.62   0.920.06
 
Quarterly Returns (GBP)31/10/2024
 Quarter 1Quarter 2Quarter 3Quarter 4
20241.501.313.49-
20232.59-1.201.203.77
20223.46-1.06-2.774.97
20216.640.460.03-0.36
2020-11.109.93-0.747.23
20191.500.700.891.77
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
30 Sep 2030 Sep 2130 Sep 2230 Sep 2330 Sep 24
-1.2714.90-0.847.6810.43
 
 
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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