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Schroders Personal Wealth Multi-Manager UK Equity Income (0P0000XA8J.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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174.10+1.30 (+0.75%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.57%
5-year average return7.57%
Number of years up9
Number of years down2
Best 1-yr total return (24 Jun 2024)23.09%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return23.09%
Worst 3-yr total return-1.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000XA8J.LCategory
YTD10.07%0.00%
1-month3.80%0.00%
3-month11.72%0.00%
1-year17.35%0.00%
3-year8.67%0.00%
5-year8.20%0.00%
10-year6.40%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000XA8J.LCategory
2024
N/AN/A
2023
8.49%N/A
2022
0.74%N/A
2021
22.84%N/A
2020
-10.05%N/A
2019
18.49%N/A
2018
-10.90%N/A
2017
9.60%N/A
2016
12.07%N/A
2015
6.11%N/A
2014
6.07%N/A
2013
23.09%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.94%N/AN/AN/A
20233.15%-1.97%3.84%3.33%
20221.04%-5.32%-6.10%12.14%
20219.45%4.80%3.12%3.84%
2020-27.41%10.25%-4.55%17.75%
20197.32%1.97%2.22%5.93%
2018-5.76%8.60%-2.19%-11.00%
20173.41%2.43%1.07%2.38%
2016-1.56%0.14%9.49%3.83%
20155.86%-1.67%-3.85%6.03%
20141.21%1.17%0.12%3.46%
20139.79%0.36%4.55%6.86%

Rank in category (by total return)

YTD18
1-month32
3-month30
1-year23
3-year12
5-year6

Load adjusted returns

1-year17.35%
3-year8.67%
5-year8.20%
10-year6.40%