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
Fund Summary
The Fundâs 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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 27.92% |
| Worst 1Y Total Return | -20.32% |
| Number of Years Up | 13 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 27 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P000021P3.L | Category Average | 0P000021P3.L | Category Average | 0P000021P3.L | Category Average | |
| Alpha | -0.61 | -0.03 | -0.69 | -0.03 | -0.27 | -0.02 |
| BETA | 1.04 | 0.01 | 1.05 | 0.01 | 1.06 | 0.01 |
| Mean Annual Return | 1.21 | 0 | 1.2 | 0.01 | 0.88 | 0 |
| R-squared | 97.76 | 0.86 | 96.21 | 0.88 | 94.06 | 0.91 |
| Standard Deviation | 18.82 | 0.12 | 15.56 | 0.12 | 15.4 | 0.18 |
| Sharpe Ratio | 0.7 | 0 | 0.84 | 0.01 | 0.64 | 0 |
| Treynor Ratio | 11.84 | 0.03 | 12.22 | 0.06 | 8.58 | 0.02 |
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