Schroder Managed Balanced Class I - Income (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 offered at a low cost. It invests mainly in other Schroders 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.
Managers Johanna Kyrklund and Remi Olu-Pitan choose how much of each fund to invest in, depending on their view of the world. We think they've done a good job investing this way. In our view they're supported by one of the best-resourced teams in the UK.
Please note the fund currently holds shares in Hargreaves Lansdown Plc.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
Fund Track Record
09/12/19 to 09/12/20 | 09/12/20 to 09/12/21 | 09/12/21 to 09/12/22 | 09/12/22 to 09/12/23 | 09/12/23 to 09/12/24 | |
---|---|---|---|---|---|
Annual return | 10.31% | 13.65% | -10.76% | 3.61% | 13.18% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.