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LSE - Delayed Quote GBP

Schroder Global Recovery Fund (0P00017TUG.L)

1.1540
-0.0080
(-0.69%)
As of May 6 at 9:00:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -1.20%
5y Average Return 14.94%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (May 6, 2025) 37.19%
Worst 1Y Total Return (May 6, 2025) --
Best 3Y Total Return 37.19%
Worst 3Y Total Return 0.24%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00017TUG.L
Category
YTD
2.65%
0.00%
1-Month
-2.44%
0.00%
3-Month
2.65%
0.00%
1-Year
5.45%
0.00%
3-Year
8.34%
0.00%
5-Year
16.60%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00017TUG.L
Category
2025
--
--
2024
7.85%
--
2023
13.87%
--
2022
1.66%
--
2021
23.95%
--
2020
-7.18%
--
2019
17.97%
--
2018
-8.03%
--

2017
10.95%
--
2016
37.19%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.65% -- -- --
2024 4.99% -2.73% 6.06% -0.43%
2023 7.56% 0.29% 1.36% 4.13%
2022 0.78% -3.04% -5.63% 10.25%
2021 13.80% 3.53% 3.33% 1.82%
2020 -31.59% 13.70% -2.40% 22.27%
2019 7.47% 5.85% -0.06% 3.78%
2018 -4.23% 3.27% 1.70% -8.57%
2017 2.34% 4.22% 0.31% 3.71%
2016 5.32% 1.39% 15.31% 11.41%

Rank in Category (By Total Return)

YTD 35
1-Month 32
3-Month 35
1-Year 28
3-Year 21
5-Year 12

Load Adjusted Returns

1-Year 5.45%
3-Year 8.34%
5-Year 16.60%
10-Year --

Performance & Risk

YTD Return -1.20%
5y Average Return 14.94%
Rank in Category (ytd) 35
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Schroder Unit Trusts Limited
Net Assets 738.43M
YTD Return 2.65%
Yield 2.55%
Morningstar Rating
Inception Date Oct 30, 2015

Fund Summary

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