Schroder Managed Balanced Fund I Accumulation 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 | 10.28 | -7.16 | 15.99 | 8.30 | 12.03 | -10.81 | 7.75 | 5.74 |
+/- Category | 0.27 | -0.79 | 0.32 | 3.05 | 0.88 | -0.73 | -0.62 | -1.41 |
+/- Category Index | - | - | - | 3.78 | -0.24 | -3.54 | -2.92 | -3.08 |
% Rank in Category | 47 | 66 | 45 | 26 | 41 | 66 | 60 | 83 |
Trailing Returns (GBP) | 17/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.29 | 0.16 | 0.30 |
1 Week | 1.40 | 0.04 | 0.34 |
1 Month | 0.29 | -0.02 | 0.28 |
3 Months | 0.07 | -1.72 | -1.61 |
6 Months | 3.22 | -1.03 | -2.37 |
YTD | 5.43 | -1.48 | -3.02 |
1 Year | 9.37 | -1.64 | -3.38 |
3 Years Annualised | 0.91 | -1.25 | -3.69 |
5 Years Annualised | 4.97 | 0.43 | -0.84 |
10 Years Annualised | 5.58 | 0.06 | -1.27 |
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 | 3.75 | 2.43 | - | - |
2023 | 2.14 | -0.32 | 0.08 | 5.74 |
2022 | -3.68 | -6.49 | -4.82 | 4.03 |
2021 | 3.13 | 4.87 | 1.45 | 2.10 |
2020 | -16.84 | 14.67 | 4.21 | 8.98 |
2019 | 6.36 | 3.70 | 1.50 | 3.60 |
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