Data as at: 27/03/2024

Fund manager benchmark
FTSE 250 ex Investment Trusts

Performance (%)

Return type 1 year 3 years 5 years 10 years
Schroder UK Mid Cap Fund Share price total return 4.2 -6.7 21.9 48.8
UK All Companies AIC sector Share price total return 15.6 -1.6 28.8 77.3
Schroder UK Mid Cap Fund NAV total return 9.5 2.2 26.3 63.2
UK All Companies AIC sector NAV total return 14.6 8.3 34.9 82.1
Morningstar UK * Total return 11.2 27.7 29.3 71.4
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Discrete annual performance (%)

Return type 27/03/19 - 20 27/03/20 - 21 27/03/21 - 22 27/03/22 - 23 27/03/23 - 24
Schroder UK Mid Cap Fund Share price total return -31.3 90.2 -10.4 -0.1 4.2
Schroder UK Mid Cap Fund NAV total return -25.7 67.6 -1.0 -6.6 9.5
Morningstar UK * Total return -20 2.3 13.9 1.6 11.2
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* The Morningstar market index is not necessarily the official benchmark of the investment company, however it has been identified as an appropriate comparative index. Please hover over the definition for further detail on the index construction.

Interactive graph

This chart defaults to 5y total return data, the time periods are fully customisable. Use the display button to choose to chart actual prices and NAVs. Click the tick-boxes to quickly add sector average or market index comparisons.

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