Schroder Managed Balanced Class I - Accumulation (GBP)
Our view on this Fund
This fund is on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. However, this is not a recommendation to buy.
As a 'fund of funds' this is a diversified portfolio in a single, convenient investment. It invests mainly in other Schroder funds, tapping into the expertise of several experienced managers. Between them they cover a broad range of assets including shares and bonds, and there's lots of diversification on offer.
The manager Johanna Kyrklund chooses how much of each fund to invest in, depending on her view of the world. We think she's done a good job investing this way. In our view she's supported by one of the best-resourced teams in the UK. The fund's offered at a low cost, and is part of the Wealth 50 list of our favourite funds.