LSE - Delayed Quote GBp
Schroders Personal Wealth Multi-Manager UK Equity Income A Inc (0P000021PC.L)
115.40
-2.60
(-2.20%)
At close: May 9 at 9:00:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -3.17% |
| 5y Average Return | 2.22% |
| Number of Years Up | 11 |
| Number of Years Down | 5 |
| Best 1Y Total Return (May 9, 2022) | 22.14% |
| Worst 1Y Total Return (May 9, 2022) | -- |
| Best 3Y Total Return | 22.14% |
| Worst 3Y Total Return | -6.28% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P000021PC.L
Category
- YTD
- -3.17%
- 0.00%
- 1-Month
- -4.23%
- 0.00%
- 3-Month
- -6.10%
- 0.00%
- 1-Year
- 2.69%
- 0.00%
- 3-Year
- 4.52%
- 0.00%
- 5-Year
- 2.22%
- 0.00%
- 10-Year
- 6.76%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Annual Total Return Information Not Available
Past Quarterly Returns
Past Quarterly Returns Information Not Available
Rank in Category (By Total Return)
| YTD | 41 |
| 1-Month | 60 |
| 3-Month | 68 |
| 1-Year | 27 |
| 3-Year | 24 |
| 5-Year | 49 |
Load Adjusted Returns
| 1-Year | 9.32% |
| 3-Year | 5.10% |
| 5-Year | 3.27% |
| 10-Year | 6.80% |
Performance & Risk
| YTD Return | -3.17% |
| 5y Average Return | 2.22% |
| Rank in Category (ytd) | 41 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.14 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Scottish Widows Schroder Personal Wealth (ACD) Limited |
| Net Assets | 332.5M |
| YTD Return | -3.17% |
| Yield | 3.82% |
| Morningstar Rating | |
| Inception Date | Oct 18, 2004 |
Fund Summary
null
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