Schroder UK Dynamic Smaller Companies Fund Z Accumulation GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 25.76 | -11.71 | 21.67 | 4.12 | 29.94 | -22.96 | -6.99 | 6.11 |
+/- Category | -0.20 | 0.27 | -3.58 | -3.17 | 7.09 | 1.06 | -6.75 | -6.05 |
+/- Category Index | - | - | - | - | - | - | -13.89 | -3.31 |
% Rank in Category | 58 | 40 | 70 | 58 | 10 | 38 | 90 | 94 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.07 | 0.06 | -0.14 |
1 Week | -0.73 | -0.75 | -2.51 |
1 Month | -3.42 | -1.09 | -4.34 |
3 Months | -5.05 | -5.80 | -11.22 |
6 Months | 1.39 | -7.68 | -9.49 |
YTD | 1.42 | -7.65 | -7.67 |
1 Year | 6.01 | -8.10 | -9.15 |
3 Years Annualised | -10.65 | -3.56 | -7.11 |
5 Years Annualised | 2.24 | -2.14 | 0.39 |
10 Years Annualised | 5.29 | -1.32 | 0.11 |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.90 | 4.53 | - | - |
2023 | -5.66 | -2.12 | -4.92 | 5.95 |
2022 | -13.89 | -11.11 | -7.86 | 9.23 |
2021 | 10.20 | 13.07 | 3.22 | 1.03 |
2020 | -32.99 | 21.63 | 1.29 | 26.13 |
2019 | 5.48 | 3.37 | -3.59 | 15.74 |
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