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Schroders Personal Wealth Multi-Manager UK Equity Focus (0P0000XA8L.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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233.60+0.70 (+0.30%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.49%
5-year average return6.78%
Number of years up8
Number of years down3
Best 1-yr total return (3 Jun 2024)25.00%
Worst 1-yr total return (3 Jun 2024)N/A
Best 3-yr total return25.00%
Worst 3-yr total return-1.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000XA8L.LCategory
YTD5.33%0.00%
1-month2.24%0.00%
3-month6.55%0.00%
1-year9.43%0.00%
3-year7.02%0.00%
5-year5.34%0.00%
10-year6.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000XA8L.LCategory
2024
N/AN/A
2023
12.02%N/A
2022
0.06%N/A
2021
14.99%N/A
2020
-9.81%N/A
2019
19.46%N/A
2018
-10.23%N/A
2017
13.53%N/A
2016
14.57%N/A
2015
4.04%N/A
2014
-0.40%N/A
2013
25.00%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.02%N/AN/AN/A
20234.93%0.02%2.69%3.94%
2022-1.25%-4.70%-3.94%10.69%
20217.24%4.83%0.58%1.70%
2020-28.25%12.88%-3.57%15.46%
20196.94%4.36%2.90%4.02%
2018-5.68%8.81%-0.53%-12.06%
20174.00%2.46%2.18%4.27%
2016-0.43%-2.58%11.28%6.14%
20157.10%0.22%-6.49%3.66%
2014-0.73%-0.77%-0.87%2.00%
201310.88%-1.63%5.92%8.19%

Rank in category (by total return)

YTD37
1-month32
3-month29
1-year32
3-year13
5-year24

Load adjusted returns

1-year9.43%
3-year7.02%
5-year5.34%
10-year6.00%