LSE - Delayed Quote GBP
Schroder Blended Portfolio 6 Z Acc (0P0001JKE8.L)
0.7872
+0.0046
+(0.59%)
At close: May 9 at 9:00:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.11% |
| 5y Average Return | 7.39% |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
| Best 1Y Total Return (May 9, 2025) | 9.73% |
| Worst 1Y Total Return (May 9, 2025) | -- |
| Best 3Y Total Return | 9.73% |
| Worst 3Y Total Return | 3.09% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001JKE8.L
Category
- YTD
- -1.88%
- 0.00%
- 1-Month
- -1.81%
- 0.00%
- 3-Month
- -4.27%
- 0.00%
- 1-Year
- 3.52%
- 0.00%
- 3-Year
- 4.10%
- 0.00%
- 5-Year
- 6.74%
- 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
0P0001JKE8.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.08% | -- | -- | -- |
| 2024 | 4.51% | 1.67% | 1.72% | 1.52% |
| 2023 | 2.14% | 0.93% | -0.10% | 5.38% |
| 2022 | -2.34% | -5.98% | -0.85% | 1.60% |
| 2021 | 1.33% | 4.16% | 1.06% | 2.34% |
| 2020 | 14.40% | 1.63% | 9.31% | -- |
Rank in Category (By Total Return)
| YTD | 37 |
| 1-Month | 71 |
| 3-Month | 26 |
| 1-Year | 39 |
| 3-Year | 31 |
| 5-Year | 32 |
Load Adjusted Returns
| 1-Year | 3.52% |
| 3-Year | 4.10% |
| 5-Year | 6.74% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 0.11% |
| 5y Average Return | 7.39% |
| Rank in Category (ytd) | 37 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.71 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Schroder Unit Trusts Limited |
| Net Assets | 388.29M |
| YTD Return | -1.88% |
| Yield | 1.60% |
| Morningstar Rating | |
| Inception Date | May 28, 2021 |
Fund Summary
Fund Summary Information Not Available
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