LSE - Delayed Quote GBp

Schroders Personal Wealth Multi-Manager International Equity B Acc (0P000021P3.L)

529.90
-3.30
(-0.62%)
At close: July 9 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating 4
YTD Return --
5y Average Return --
Number of Years Up 13
Number of Years Down 3
Best 1Y Total Return 27.92%
Worst 1Y Total Return -20.32%
Best 3Y Total Return 27.92%
Worst 3Y Total Return -3.53%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P000021P3.L
Category
YTD
10.58%
6.49%
1-Month
1.46%
1.34%
3-Month
2.08%
6.49%
1-Year
24.36%
11.04%
3-Year
11.95%
2.69%
5-Year
13.06%
6.63%
10-Year
11.17%
2.24%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P000021P3.L
Category
2021
--
--
2020
12.91%
--
2019
22.27%
--
2018
-7.44%
--
2017
13.53%
--
2016
27.92%
--
2015
3.95%
-2.30%
2014
10.89%
1.15%

2013
21.55%
22.85%
2012
12.61%
14.03%
2011
-7.67%
-10.81%
2010
18.66%
9.13%
2009
25.69%
32.73%
2008
-20.32%
-42.85%
2007
7.21%
10.81%
2006
5.08%
21.38%
2005
26.04%
8.20%

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 5.59% 4.86% -- --
2020 -15.98% 18.68% 3.12% 9.81%
2019 8.61% 6.55% 3.63% 1.95%
2018 -5.71% 6.73% 5.03% -12.44%
2017 5.93% 0.77% 1.13% 5.16%
2016 2.01% 5.54% 9.93% 8.08%
2015 7.68% -5.49% -7.15% 10.02%
2014 -0.89% 2.23% 3.03% 6.22%
2013 13.79% 0.51% 1.80% 4.40%
2012 9.00% -5.44% 5.79% 3.28%

2011 0.39% 0.36% -13.98% 6.53%
2010 10.84% -10.12% 7.14% 11.18%
2009 -10.38% 8.20% 22.83% 5.54%
2008 -10.50% -1.30% -8.58% -1.34%
2007 1.14% 4.10% 1.49% 0.34%
2006 6.58% -7.49% 3.87% 2.61%
2005 1.04% 4.20% 11.90% 7.00%

Rank in Category (By Total Return)

YTD 27
1-Month 50
3-Month 68
1-Year 19
3-Year 34
5-Year 26

Load Adjusted Returns

1-Year 26.03%
3-Year 11.06%
5-Year 14.51%
10-Year 11.35%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 27
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category Global Large-Cap Blend Equity
Fund Family Scottish Widows Schroder Personal Wealth (ACD) Limited
Net Assets 3.36B
YTD Return 10.58%
Yield 0.66%
Morningstar Rating
Inception Date Oct 18, 2004

Fund Summary

The Fund’s aim is to provide capital growth and some income by investing in global shares. At least 95% of the Fund will invest in global shares and may also include other equity-linked securities, such as depositary receipts and warrants, new issues for which application for listing on a stock exchange will be sought and collective investment schemes including those managed by the ACD and its associates. In addition the Fund may include a small proportion in cash and cash like investments.

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