LSE - Delayed Quote GBP
Schroder Sustainable Fut Mlt-Asst X Acc (0P00019I8D.L)
0.7048
+0.0010
+(0.14%)
At close: January 23 at 8:00:00 PM GMT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.13% |
| 5y Average Return | 2.67% |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Jan 22, 2025) | 12.02% |
| Worst 1Y Total Return (Jan 22, 2025) | -- |
| Best 3Y Total Return | 12.02% |
| Worst 3Y Total Return | 0.25% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P00019I8D.L
Category
- YTD
- 6.70%
- 0.00%
- 1-Month
- -1.05%
- 0.00%
- 3-Month
- -0.14%
- 0.00%
- 1-Year
- 6.70%
- 0.00%
- 3-Year
- 0.25%
- 0.00%
- 5-Year
- 2.58%
- 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
0P00019I8D.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 2.80% | 1.34% | 2.57% | -0.14% |
| 2023 | 1.75% | -0.34% | -1.56% | 5.68% |
| 2022 | -3.61% | -6.01% | -3.00% | 1.85% |
| 2021 | 0.99% | 4.25% | 0.54% | 1.92% |
| 2020 | -12.51% | 8.78% | 2.70% | 6.91% |
| 2019 | 4.63% | 2.84% | 1.65% | 2.41% |
| 2018 | -1.68% | 0.40% | -0.23% | -5.50% |
| 2017 | 2.12% | 1.10% | 1.59% | 3.41% |
| 2016 | -1.09% | 2.32% | 2.83% | 1.96% |
| 2015 | 2.68% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 49 |
| 1-Month | 47 |
| 3-Month | 55 |
| 1-Year | 49 |
| 3-Year | 55 |
| 5-Year | 59 |
Load Adjusted Returns
| 1-Year | 6.70% |
| 3-Year | 0.25% |
| 5-Year | 2.58% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 2.13% |
| 5y Average Return | 2.67% |
| Rank in Category (ytd) | 49 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.73 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Schroder Unit Trusts Limited |
| Net Assets | -- |
| YTD Return | 6.70% |
| Yield | 1.25% |
| Morningstar Rating | |
| Inception Date | Feb 10, 2023 |
Fund Summary
null
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