Clerical Medical Schroder Managed Balanced Pension FundRegister to Unlock Ratings |
Performance History | 28/02/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 11.3 | -11.4 | 7.0 | 6.6 | 3.2 |
![]() | +/-Sector | 0.7 | -1.7 | -1.2 | -1.3 | 0.7 |
Sector: Mixed Investment 40%-85% Shares (Pen) |
Key Stats | ||
NAV 14/03/2025 | GBX 386.11 | |
Day Change | -0.07% | |
ABI Sector | Mixed Investment 40%-85% Shares (Pen) | |
ISIN | GB0033417626 | |
Fund Size (Mil) 14/03/2025 | GBP 1793.79 | |
Share Class Size (Mil) 14/03/2025 | GBP 630.57 | |
Stakeholder | No | |
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This rating and report were issued for the underlying fund and not the insurance product. Fees of insurance products may be higher, which can negatively impact returns. Insurance products may also hold cash outside the underlying fund, which can strongly affect performance. |
Investment Objective: Clerical Medical Schroder Managed Balanced Pension Fund |
The Fund aims to provide capital growth and income by investing in a diversified range of assets and markets worldwide. The Fund is actively managed and invests indirectly through collective investment schemes, exchange traded funds, real estate investment trusts or closed ended funds, in equity and equity related securities, fixed and floating rate securities or alternative assets worldwide. |
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Management | ||
Manager Name Start Date | ||
Johanna Kyrklund 01/03/2011 | ||
Remi Olu-Pitan 01/03/2011 | ||
Click here to see others | ||
Inception Date 04/08/2003 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Mixed Invest 40 - 85% Shares | Morningstar UK Mod Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Clerical Medical Schroder Managed Balanced Pension Fund | 30/11/2024 |
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