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LSE - Delayed Quote GBP

Schroder Sustainable Fut Mlt-Asst Z Inc (0P0000FYRW.L)

0.7992
+0.0001
+(0.01%)
At close: February 21 at 8:00:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 3.12%
5y Average Return 2.53%
Number of Years Up 12
Number of Years Down 4
Best 1Y Total Return (Feb 21, 2025) 13.27%
Worst 1Y Total Return (Feb 21, 2025) --
Best 3Y Total Return 13.27%
Worst 3Y Total Return 0.05%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000FYRW.L
Category
YTD
2.74%
0.00%
1-Month
2.74%
0.00%
3-Month
3.25%
0.00%
1-Year
9.68%
0.00%
3-Year
2.27%
0.00%
5-Year
2.87%
0.00%
10-Year
2.97%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000FYRW.L
Category
2024
6.49%
--
2023
5.28%
--
2022
-10.68%
--
2021
7.73%
--
2020
4.30%
--
2019
11.77%
--
2018
-7.20%
--
2017
8.15%
--

2016
5.84%
--
2015
-0.27%
--
2014
7.20%
--
2013
10.84%
--
2012
6.69%
--
2011
-4.08%
--
2010
13.27%
--
2009
32.87%
--
2008
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.76% 1.28% 2.51% -0.19%
2023 1.69% -0.38% -1.60% 5.62%
2022 -3.66% -6.07% -3.03% 1.80%
2021 0.96% 4.22% 0.49% 1.88%
2020 -12.56% 8.72% 2.67% 6.85%
2019 4.57% 2.78% 1.61% 2.35%
2018 -1.75% 0.32% -0.29% -5.57%
2017 2.06% 1.00% 1.53% 3.34%
2016 -1.17% 2.25% 2.77% 1.92%
2015 4.72% -3.09% -4.38% 2.77%

2014 -0.53% 2.75% 1.24% 3.60%
2013 5.58% -1.61% 2.26% 4.34%
2012 3.39% -1.68% 3.71% 1.20%
2011 0.18% 0.05% -5.74% 1.53%
2010 5.31% -4.52% 5.62% 6.65%
2009 0.50% 11.46% 13.42% 4.58%
2008 -9.08% -12.62% -- --

Rank in Category (By Total Return)

YTD 43
1-Month 43
3-Month 54
1-Year 48
3-Year 56
5-Year 63

Load Adjusted Returns

1-Year 9.68%
3-Year 2.27%
5-Year 2.87%
10-Year 2.97%

Performance & Risk

YTD Return 3.12%
5y Average Return 2.53%
Rank in Category (ytd) 43
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.72
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Schroder Unit Trusts Limited
Net Assets --
YTD Return 2.74%
Yield 1.95%
Morningstar Rating
Inception Date Feb 10, 2023

Fund Summary

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