Schroder Managed Balanced

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Schroder Managed Balanced Fund I Income GBP

Category GBP Allocation 60-80% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£7.063

arrow-up£0.068 (+0.97%)

Fund Code

SCBIA

0290038

GB0002900388

Prices updated as at 02 May 2025
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Prices in GBP
Investment objective
The Fund aims to provide capital growth and income by investing in a diversified range of assets and markets worldwide. The Fund is actively managed and invests indirectly through collective investment schemes, exchange traded funds, real estate investment trusts or closed ended funds, in equity and equity related securities, fixed and floating rate securities or alternative assets worldwide.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

YearThis fundGBP Allocation 60-80% Equity
31 Mar 14 - 31 Mar 1511.1410.85
31 Mar 15 - 31 Mar 16-4.33-2.93
31 Mar 16 - 31 Mar 1720.8617.37
31 Mar 17 - 31 Mar 182.181.40
31 Mar 18 - 31 Mar 191.933.97
31 Mar 19 - 31 Mar 20-9.33-8.04
31 Mar 20 - 31 Mar 2134.2726.61
31 Mar 21 - 31 Mar 224.685.02
31 Mar 22 - 31 Mar 23-5.45-4.73
31 Mar 23 - 31 Mar 249.4510.39
31 Mar 24 - 31 Mar 252.963.05

Trailing returns (%)

YearThis fundGBP Allocation 60-80% Equity
1 Day0.970.60
1 Month0.24-0.36
3 Months-3.95-4.63
6 Months1.190.01
1 Year4.474.18
3 Years annualised3.053.56
5 Years annualised6.966.49
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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