Schroder Advanced Beta UK Equity X Acc GBP

Ranked 109 out of 256 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Objective

The Fund amis to provide capital growth and income through investment in a portfolio of the equities and equity related securities of UK companies.At least 80% of the Funds assets (excluding cash) will invest in equities and equity related securities of companies listed, incorporated or headquartered in the UK or companies that derive a significant proportion of their revenues from their UK business.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.5%
2018 -9.4% -6.3% 9.4% -1.4% -10.4%
2017 19.1% 4.6% 6.7% 1.8% 4.8%
2016 3.0% 8.9% 3.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/03/2016
  • Share Class size35Mn
  • Base currencyGBP
  • ISIN GB00BYSYLX18

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).