LSE - Delayed Quote GBp
SUTL Cazenove Charity Sust MA Z Inc (0P0001E332.L)
At close: October 14 at 9:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 7.85% |
| 5y Average Return | 6.96% |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Oct 11, 2024) | 15.55% |
| Worst 1Y Total Return (Oct 11, 2024) | -- |
| Best 3Y Total Return | 15.55% |
| Worst 3Y Total Return | 4.50% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001E332.L
Category
- YTD
- 7.18%
- 0.00%
- 1-Month
- 0.33%
- 0.00%
- 3-Month
- 0.97%
- 0.00%
- 1-Year
- 14.25%
- 0.00%
- 3-Year
- 3.51%
- 0.00%
- 5-Year
- 6.40%
- 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
0P0001E332.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 3.96% | 2.11% | 0.97% | -- |
| 2023 | 1.25% | 0.91% | -1.68% | 6.59% |
| 2022 | -3.26% | -6.31% | 0.57% | 2.33% |
| 2021 | 1.07% | 6.26% | 2.71% | 3.58% |
| 2020 | -13.03% | 12.11% | 3.77% | 7.61% |
| 2019 | 5.23% | 4.33% | 2.78% | 2.39% |
| 2018 | -6.71% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 66 |
| 1-Month | 68 |
| 3-Month | 72 |
| 1-Year | 44 |
| 3-Year | 34 |
| 5-Year | 16 |
Load Adjusted Returns
| 1-Year | 14.25% |
| 3-Year | 3.51% |
| 5-Year | 6.40% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 7.85% |
| 5y Average Return | 6.96% |
| Rank in Category (ytd) | 66 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.85 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Schroder Unit Trusts Limited |
| Net Assets | 224M |
| YTD Return | 7.18% |
| Yield | 3.85% |
| Morningstar Rating | |
| Inception Date | Oct 01, 2021 |
Fund Summary
Fund Summary Information Not Available
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