Schroder Strategic Credit L Inc (FUND:B11DP09) - Fund price

Fund Report

Schroder Strategic Credit Fund L Income GBP

Morningstar Rating™ (Relative to Category) 31/03/2021
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: Global Flexible Bond - GBP HedgedClick here to see our Methodology
3-YearAbove AverageAbove AverageStarRatingValueLabel_3
5-YearAbove AverageAbove AverageStarRatingValueLabel_3
OverallAbove AverageAbove AverageStarRatingValueLabel_3
Modern Portfolio Statistics 31/03/2021
 Standard Index
Bloomberg Barclays Global Aggregate TR Hdg GBP
Best Fit Index
ICE BofA Sterling HY TR GBP
3-Yr R-Squared17.0296.77
3-Yr Beta1.120.86
3-Yr Alpha1.24-0.70
Return/Risk Analysis 31/03/2021
Risk Measurement1 Year3 Years5 Years
Standard Deviation5.648.176.43
3-Yr Mean Return19.894.734.59
Sharpe Ratio3.240.500.63
Sortino Ratio---
Positive Months112745
Negative Months1915
Worst Month-0.32-11.34-11.34
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
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