LSE - Delayed Quote GBp

Schroders Personal Wealth Multi-Manager International Equity P Inc (0P000021P4.L)

449.20
-4.10
(-0.90%)
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 28.08%
Worst 1Y Total Return -20.36%
Best 3Y Total Return 28.08%
Worst 3Y Total Return -3.58%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P000021P4.L
Category
YTD
10.64%
6.49%
1-Month
1.47%
1.34%
3-Month
2.11%
6.49%
1-Year
24.53%
11.04%
3-Year
11.81%
2.69%
5-Year
13.00%
6.63%
10-Year
11.14%
2.24%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P000021P4.L
Category
2021
--
--
2020
13.09%
--
2019
22.42%
--
2018
-8.37%
--
2017
13.69%
--
2016
28.08%
--
2015
4.11%
-2.30%
2014
10.90%
1.15%

2013
21.53%
22.85%
2012
12.54%
14.03%
2011
-7.70%
-10.81%
2010
18.66%
9.13%
2009
25.58%
32.73%
2008
-20.36%
-42.85%
2007
7.19%
10.81%
2006
5.02%
21.38%
2005
26.14%
8.20%

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 5.61% 4.90% -- --
2020 -15.94% 18.73% 3.14% 9.84%
2019 8.63% 6.56% 3.67% 2.00%
2018 -5.67% 6.36% 5.08% -13.08%
2017 5.96% 0.84% 1.15% 5.19%
2016 2.07% 5.54% 10.00% 8.09%
2015 7.74% -5.46% -7.10% 10.03%
2014 -0.87% 2.19% 3.08% 6.21%
2013 13.77% 0.50% 1.79% 4.42%
2012 8.95% -5.41% 5.74% 3.27%

2011 0.35% 0.33% -13.93% 6.52%
2010 10.83% -10.14% 7.12% 11.22%
2009 -9.95% 7.60% 22.81% 5.52%
2008 -10.56% -1.33% -8.55% -1.32%
2007 1.08% 4.13% 1.44% 0.40%
2006 6.53% -7.44% 3.81% 2.59%
2005 1.13% 4.16% 11.90% 7.02%

Rank in Category (By Total Return)

YTD 27
1-Month 49
3-Month 67
1-Year 19
3-Year 36
5-Year 28

Load Adjusted Returns

1-Year 21.45%
3-Year 9.51%
5-Year 13.53%
10-Year 10.88%

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 10.64%
Yield 0.79%
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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