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LSE - Delayed Quote GBP

Schroder Asian Alpha Plus Z Inc (0P0000T361.L)

1.1800
+0.0140
+(1.20%)
At close: May 2 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -3.44%
5y Average Return 6.42%
Number of Years Up 8
Number of Years Down 5
Best 1Y Total Return (May 2, 2025) 36.96%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 36.96%
Worst 3Y Total Return -3.78%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000T361.L
Category
YTD
-2.95%
0.00%
1-Month
-2.79%
0.00%
3-Month
-2.95%
0.00%
1-Year
4.66%
0.00%
3-Year
0.33%
0.00%
5-Year
7.91%
0.00%
10-Year
7.53%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000T361.L
Category
2025
--
--
2024
11.43%
--
2023
-1.41%
--
2022
-9.97%
--
2021
0.37%
--
2020
30.51%
--
2019
15.28%
--
2018
-8.98%
--

2017
36.96%
--
2016
25.75%
--
2015
-0.81%
--
2014
11.77%
--
2013
-1.31%
--
2012
23.50%
--
2011
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.95% -- -- --
2024 3.32% 6.70% 2.07% -0.97%
2023 2.79% -3.39% -2.06% 1.37%
2022 -4.95% -4.72% -4.31% 3.89%
2021 4.17% 1.19% -6.02% 1.33%
2020 -14.08% 23.00% 8.34% 13.98%
2019 10.25% 2.75% -3.01% 4.92%
2018 -2.86% 3.41% -3.22% -6.38%
2017 14.87% 7.02% 2.80% 8.38%
2016 2.90% 6.00% 18.05% -2.34%

2015 9.07% -6.96% -9.14% 7.58%
2014 0.72% 2.20% 5.57% 2.85%
2013 8.33% -6.75% -1.63% -0.68%
2012 13.86% -5.78% 9.92% 4.74%
2011 -18.33% 11.28% -- --

Rank in Category (By Total Return)

YTD 69
1-Month 61
3-Month 69
1-Year 58
3-Year 44
5-Year 11

Load Adjusted Returns

1-Year 4.66%
3-Year 0.33%
5-Year 7.91%
10-Year 7.53%

Performance & Risk

YTD Return -3.44%
5y Average Return 6.42%
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Schroder Unit Trusts Limited
Net Assets 633.17M
YTD Return -2.95%
Yield 1.51%
Morningstar Rating
Inception Date May 11, 2011

Fund Summary

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