Schroder Managed Balanced Fund I 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 | 10.25 | -7.12 | 16.00 | 8.31 | 11.99 | -10.82 | 7.72 | 5.44 |
+/- Category | 0.24 | -0.76 | 0.33 | 3.06 | 0.85 | -0.74 | -0.64 | -1.06 |
+/- Category Index | - | - | - | 3.79 | -0.28 | -3.55 | -2.95 | -2.87 |
% Rank in Category | 47 | 65 | 45 | 26 | 41 | 66 | 60 | 74 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.65 | 0.10 | 0.26 |
1 Week | 2.10 | 0.61 | 0.07 |
1 Month | -2.70 | -2.01 | -2.39 |
3 Months | -0.89 | -1.03 | -1.80 |
6 Months | 4.53 | -0.99 | -1.99 |
YTD | 4.24 | -1.48 | -3.38 |
1 Year | 9.60 | -1.59 | -3.95 |
3 Years Annualised | 0.48 | -1.30 | -3.78 |
5 Years Annualised | 4.99 | 0.43 | -1.06 |
10 Years Annualised | 5.69 | 0.09 | -1.29 |
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 | 3.79 | 2.42 | - | - |
2023 | 2.15 | -0.32 | 0.06 | 5.73 |
2022 | -3.65 | -6.53 | -4.84 | 4.06 |
2021 | 3.08 | 4.87 | 1.47 | 2.10 |
2020 | -16.85 | 14.61 | 4.24 | 9.02 |
2019 | 6.38 | 3.67 | 1.49 | 3.64 |
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