Schroder Managed Balanced Fund Z Income GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 10.02 | -7.38 | 15.70 | 7.98 | 11.70 | -11.08 | 7.46 | 5.57 |
+/- Category | 0.01 | -1.01 | 0.03 | 2.74 | 0.55 | -1.00 | -0.91 | -1.58 |
+/- Category Index | - | - | - | 3.46 | -0.57 | -3.81 | -3.21 | -3.24 |
% Rank in Category | 50 | 68 | 50 | 28 | 44 | 69 | 64 | 85 |
Trailing Returns (GBP) | 17/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.28 | 0.15 | 0.29 |
1 Week | 1.41 | 0.05 | 0.35 |
1 Month | 0.25 | -0.05 | 0.25 |
3 Months | 0.03 | -1.76 | -1.66 |
6 Months | 3.08 | -1.17 | -2.51 |
YTD | 5.25 | -1.66 | -3.21 |
1 Year | 9.08 | -1.93 | -3.67 |
3 Years Annualised | 0.63 | -1.52 | -3.97 |
5 Years Annualised | 4.69 | 0.14 | -1.12 |
10 Years Annualised | 5.28 | -0.23 | -1.56 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.72 | 2.33 | - | - |
2023 | 2.10 | -0.39 | 0.00 | 5.66 |
2022 | -3.71 | -6.62 | -4.92 | 4.02 |
2021 | 3.01 | 4.80 | 1.41 | 2.03 |
2020 | -16.92 | 14.53 | 4.18 | 8.94 |
2019 | 6.33 | 3.59 | 1.42 | 3.57 |
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