Schroder Managed Balanced Fund Z Accumulation 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 | 10.00 | -7.38 | 15.68 | 8.00 | 11.68 | -11.08 | 7.45 | 5.27 |
+/- Category | 0.00 | -1.01 | 0.01 | 2.76 | 0.54 | -1.00 | -0.92 | -1.23 |
+/- Category Index | - | - | - | 3.48 | -0.58 | -3.81 | -3.22 | -3.04 |
% Rank in Category | 50 | 68 | 51 | 28 | 44 | 69 | 64 | 78 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.65 | 0.59 | 0.26 |
1 Week | 2.09 | 0.50 | 0.06 |
1 Month | -2.73 | -1.48 | -2.41 |
3 Months | -0.96 | -0.48 | -1.87 |
6 Months | 4.40 | -0.34 | -2.12 |
YTD | 4.06 | -1.07 | -3.56 |
1 Year | 9.30 | -0.95 | -4.25 |
3 Years Annualised | 0.21 | -1.38 | -4.05 |
5 Years Annualised | 4.70 | 0.27 | -1.35 |
10 Years Annualised | 5.39 | -0.21 | -1.59 |
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 | 3.72 | 2.35 | - | - |
2023 | 2.09 | -0.39 | 0.01 | 5.64 |
2022 | -3.73 | -6.60 | -4.92 | 4.01 |
2021 | 3.00 | 4.80 | 1.41 | 2.03 |
2020 | -16.93 | 14.56 | 4.18 | 8.93 |
2019 | 6.29 | 3.61 | 1.43 | 3.55 |
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