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LSE - Delayed Quote GBP

Schroder Global Healthcare Z Acc (0P0000UL8U.L)

2.4770
-0.0190
(-0.76%)
At close: May 2 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -5.39%
5y Average Return 5.30%
Number of Years Up 13
Number of Years Down 1
Best 1Y Total Return (May 2, 2025) 37.38%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 37.38%
Worst 3Y Total Return 1.11%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000UL8U.L
Category
YTD
-2.18%
0.00%
1-Month
-6.05%
0.00%
3-Month
-2.18%
0.00%
1-Year
-9.35%
0.00%
3-Year
0.94%
0.00%
5-Year
7.93%
0.00%
10-Year
8.14%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000UL8U.L
Category
2024
3.48%
--
2023
1.48%
--
2022
-1.58%
--
2021
13.49%
--
2020
22.98%
--
2019
22.22%
--
2018
7.69%
--
2017
8.24%
--

2016
10.78%
--
2015
10.85%
--
2014
27.96%
--
2013
37.38%
--
2012
11.53%
--
2011
7.02%
--
2010
4.78%
--
2009
15.81%
--
2008
3.24%
--
2007
3.39%
--
2006
-0.65%
--
2005
19.76%
--
2004
-3.49%
--
2003
6.52%
--
2002
-30.37%
--
2001
-5.70%
--
2000
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.66% 0.46% -3.31% -4.59%
2023 -2.09% 3.07% 0.12% 0.44%
2022 -1.70% -2.69% 3.01% -0.12%
2021 -0.27% 8.76% 1.12% 3.47%
2020 -3.64% 17.10% 4.15% 4.64%
2019 6.80% 4.60% 1.33% 7.97%
2018 -5.51% 12.43% 10.85% -8.56%
2017 6.12% 3.70% -1.85% 0.22%
2016 -4.96% 12.63% 2.68% 0.79%
2015 12.91% -6.06% -6.22% 11.43%

2014 5.42% 3.31% 9.04% 7.75%
2013 21.50% 3.99% 1.45% 7.17%
2012 4.61% 2.34% 5.43% -1.19%
2011 1.93% 6.28% -7.47% 6.77%
2010 7.84% -10.94% 3.05% 5.88%
2009 -7.00% 2.05% 14.61% 6.48%
2008 -9.22% -1.28% 4.55% 10.18%
2007 1.94% 0.19% 0.04% 1.18%
2006 4.04% -6.99% 6.62% -3.70%
2005 1.59% 8.80% 4.45% 3.74%
2004 -4.22% 2.86% -0.08% -1.96%
2003 2.59% 6.67% -4.18% 1.58%
2002 -1.41% -18.24% -12.26% -1.55%
2001 -10.67% 10.67% -9.39% 5.27%
2000 10.64% 4.55% -- --

Rank in Category (By Total Return)

YTD 60
1-Month 53
3-Month 60
1-Year 75
3-Year 39
5-Year 24

Load Adjusted Returns

1-Year -9.35%
3-Year 0.94%
5-Year 7.93%
10-Year 8.14%

Performance & Risk

YTD Return -5.39%
5y Average Return 5.30%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Schroder Unit Trusts Limited
Net Assets 388.75M
YTD Return -2.18%
Yield 0.23%
Morningstar Rating
Inception Date May 22, 2000

Fund Summary

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