Schroder Managed Balanced Fund H Income GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 10.24 | -7.15 | 15.98 | 8.27 | 11.99 | -10.96 | 7.79 | 5.42 |
+/- Category | 0.23 | -0.78 | 0.31 | 3.02 | 0.84 | -0.87 | -0.57 | -1.08 |
+/- Category Index | - | - | - | 3.75 | -0.28 | -3.69 | -2.88 | -2.89 |
% Rank in Category | 47 | 65 | 45 | 27 | 41 | 67 | 59 | 75 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.65 | 0.11 | 0.27 |
1 Week | 2.10 | 0.62 | 0.07 |
1 Month | -2.70 | -2.00 | -2.39 |
3 Months | -0.89 | -1.02 | -1.79 |
6 Months | 4.53 | -0.99 | -1.99 |
YTD | 4.23 | -1.48 | -3.39 |
1 Year | 9.59 | -1.61 | -3.97 |
3 Years Annualised | 0.44 | -1.34 | -3.82 |
5 Years Annualised | 4.95 | 0.40 | -1.09 |
10 Years Annualised | 5.64 | 0.04 | -1.34 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.78 | 2.41 | - | - |
2023 | 2.24 | -0.33 | 0.06 | 5.72 |
2022 | -3.72 | -6.59 | -4.85 | 4.06 |
2021 | 3.08 | 4.87 | 1.47 | 2.09 |
2020 | -16.87 | 14.61 | 4.26 | 9.00 |
2019 | 6.38 | 3.67 | 1.49 | 3.62 |
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