LSE - Delayed Quote GBp
Schroders Personal Wealth Multi-Manager UK Equity Growth A Acc (0P000021PD.L)
254.20
+251.66
+(9,900.00%)
At close: June 17 at 9:00:00 PM GMT+1
Fund Summary
The Fundâs aim is to provide capital growth with some income by investing in UK shares. At least 80% of the Fund will invest in UK shares. The majority of these companies are those which are incorporated, or domiciled, or have a significant part of their business in the UK.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 27.56% |
| Worst 1Y Total Return | -32.82% |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 14 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.25 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P000021PD.L | Category Average | 0P000021PD.L | Category Average | 0P000021PD.L | Category Average | |
| Alpha | -0.1 | -0 | -1.42 | 0.01 | -0.75 | -0 |
| BETA | 1.25 | 0.01 | 1.18 | 0.01 | 1.12 | 0.01 |
| Mean Annual Return | 0.32 | 0.01 | 0.64 | 0.01 | 0.58 | 0.01 |
| R-squared | 95.65 | 0.77 | 90.64 | 0.85 | 90.25 | 0.9 |
| Standard Deviation | 20.65 | 0.1 | 17.02 | 0.1 | 14.72 | 0.15 |
| Sharpe Ratio | 0.16 | 0.01 | 0.42 | 0.01 | 0.44 | 0 |
| Treynor Ratio | 0.96 | 0.07 | 5.04 | 0.1 | 4.92 | 0.04 |
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