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Fund research

Schroder Managed Balanced - a brief update

In this update, we outline why we think this fund is an excellent option for broad exposure to global stock markets.

Important information - This article isn’t personal advice. If you’re not sure whether an investment is right for you please seek advice. If you choose to invest the value of your investment will rise and fall, so you could get back less than you put in.

This article is more than 7 years old

It was correct at the time of publishing. Our views and any references to tax, investment, and pension rules may have changed since then.

Investments can go down as well as up so there is always a danger that you could get back less than you invest. Nothing here is personalised advice, if unsure you should seek advice.

A balanced portfolio tends to invest in a mixture of assets, including shares, bonds and cash, from across the globe. This can be a great way to help smooth the ups and downs of the stock market, while still offering the potential for good long-term returns.

It takes time, research and energy to build a diversified portfolio. It should also be monitored and rebalanced on an ongoing basis to make sure the level of risk remains suitable.

If you don’t have the time or inclination to build your own, we think a ready-made portfolio such as the Schroder Managed Balanced Fund could be a good option. It mainly invests in a range of Schroders' own funds, providing broad diversification within a single investment.

The fund is run by long-standing manager Johanna Kyrklund with the support of an experienced and well-resourced team at Schroders. They have generated strong performance over both the short and long term, although this should not be seen as a guide to the future.

Annual percentage growth
Mar 2013 -
Mar 2014
Mar 2014 -
Mar 2015
Mar 2015 -
Mar 2016
Mar 2016 -
Mar 2017
Mar 2017 -
Mar 2018
Schroder Managed Balanced 6.1 11.1 -4.3 20.9 2.2
IA Mixed Investment Sector 40-85% 5.6 10.4 -2.9 17.6 1.6

Past performance is not a guide to the future. Source: Lipper IM to 31/03/2018

We think the broad diversification offered by this fund and its low annual management charge (in addition to our platform charge) make it an attractive proposition. In our view this fund is a solid default investment for people in a workplace pension and it continues to feature on the Wealth 150+ of our favourite funds with low charges.

If you'd like to find out more, you can read our full upate here.

Please read the Key Features/ Key Investor Information in addition to the information above.

Find out more about this fund including how to invest

Important information - Please remember the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. This article is provided to help you make your own investment decisions, it is not advice. If you are unsure of the suitability of an investment for your circumstances please seek advice. No news or research item is a personal recommendation to deal.

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Important information - Please remember the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. This article is provided to help you make your own investment decisions, it is not advice. If you are unsure of the suitability of an investment for your circumstances please seek advice. No news or research item is a personal recommendation to deal.
Written by
Dom Rowles
Dominic Rowles
Lead ESG Analyst

Dominic leads the team responsible for developing ESG integration across the business, and ensuring best practice is upheld.

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Article history
Published: 30th April 2018