LSE - Delayed Quote GBP

Schroder Asian Income Maximiser Z Acc (0P0000O8ZO.L)

1.3650
+0.0350
+(2.63%)
At close: 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -1.42%
5y Average Return 6.60%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (May 7, 2025) 28.28%
Worst 1Y Total Return (May 7, 2025) --
Best 3Y Total Return 28.28%
Worst 3Y Total Return 2.58%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000O8ZO.L
Category
YTD
-2.84%
0.00%
1-Month
-2.84%
0.00%
3-Month
-2.84%
0.00%
1-Year
2.04%
0.00%
3-Year
1.59%
0.00%
5-Year
7.79%
0.00%
10-Year
5.47%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000O8ZO.L
Category
2024
6.02%
--
2023
3.36%
--
2022
1.92%
--
2021
4.17%
--
2020
5.80%
--
2019
9.30%
--
2018
-4.83%
--
2017
15.14%
--

2016
28.28%
--
2015
-1.55%
--
2014
10.39%
--
2013
-0.68%
--
2012
22.78%
--
2011
-6.67%
--
2010
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.95% 5.02% 0.60% -0.59%
2023 1.64% -2.42% 0.41% 3.78%
2022 3.51% -4.44% -1.01% 4.09%
2021 3.13% -0.17% -2.11% 3.36%
2020 -17.82% 15.86% 1.35% 9.63%
2019 6.99% 4.61% -1.17% -1.18%
2018 -3.25% 3.07% 1.34% -5.82%
2017 8.63% 0.30% 1.22% 4.40%
2016 6.11% 6.73% 11.58% 1.51%
2015 6.17% -5.66% -8.54% 7.48%

2014 2.34% 3.00% 2.10% 2.57%
2013 10.17% -5.55% -1.62% -2.98%
2012 10.22% -1.87% 7.44% 5.66%
2011 -3.44% 2.92% -13.29% 8.30%
2010 8.91% 10.37% -- --

Rank in Category (By Total Return)

YTD 60
1-Month 50
3-Month 60
1-Year 73
3-Year 59
5-Year 58

Load Adjusted Returns

1-Year 2.04%
3-Year 1.59%
5-Year 7.79%
10-Year 5.47%

Performance & Risk

YTD Return -1.42%
5y Average Return 6.60%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Schroder Unit Trusts Limited
Net Assets 163.47M
YTD Return -2.84%
Yield 7.28%
Morningstar Rating
Inception Date Oct 01, 2013

Fund Summary

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