Schroder UK Alpha Income Fund Z 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 | 12.47 | -15.73 | 22.18 | -7.74 | 14.65 | 1.55 | 5.86 | 7.53 |
+/- Category | 1.73 | -5.18 | 3.24 | 4.82 | -3.15 | 4.99 | -0.89 | 0.97 |
+/- Category Index | - | - | - | - | - | - | -1.76 | 0.24 |
% Rank in Category | 26 | 91 | 32 | 19 | 82 | 29 | 73 | 44 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.34 | -0.26 | 0.44 |
1 Week | 0.46 | -0.28 | 0.35 |
1 Month | 3.41 | 0.02 | 2.34 |
3 Months | 5.78 | -0.20 | 1.51 |
6 Months | 11.62 | 0.62 | 1.58 |
YTD | 9.19 | 0.27 | 1.06 |
1 Year | 14.58 | -1.86 | -0.38 |
3 Years Annualised | 6.20 | 0.18 | -1.66 |
5 Years Annualised | 6.03 | 1.05 | 1.06 |
10 Years Annualised | 5.22 | -0.08 | -0.60 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.68 | 4.73 | - | - |
2023 | 2.50 | -0.66 | 1.61 | 2.31 |
2022 | 4.53 | -5.53 | -6.87 | 10.43 |
2021 | 4.61 | 5.14 | 2.54 | 1.66 |
2020 | -27.69 | 10.64 | 0.00 | 15.34 |
2019 | 9.83 | 2.53 | 0.17 | 8.32 |
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