Schroder Managed Balanced Fund H Income GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 10.24 | -7.15 | 15.98 | 8.27 | 11.99 | -10.96 | 7.79 | 3.08 |
+/- Category | 0.23 | -0.78 | 0.31 | 3.02 | 0.84 | -0.87 | -0.57 | -0.34 |
+/- Category Index | - | - | - | 3.75 | -0.28 | -3.69 | -2.88 | -0.73 |
% Rank in Category | 47 | 65 | 45 | 27 | 41 | 67 | 59 | 66 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.19 | -0.20 | 0.23 |
1 Week | 0.79 | -0.14 | 0.15 |
1 Month | 3.83 | 0.34 | -0.21 |
3 Months | 5.51 | 0.43 | 0.16 |
6 Months | 10.32 | -0.22 | -1.29 |
YTD | 5.85 | -0.28 | -1.24 |
1 Year | 11.57 | 0.01 | -2.96 |
3 Years Annualised | 2.77 | -1.02 | -2.97 |
5 Years Annualised | 5.74 | 0.49 | -0.71 |
10 Years Annualised | 5.94 | 0.20 | -1.13 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.78 | - | - | - |
2023 | 2.24 | -0.33 | 0.06 | 5.72 |
2022 | -3.72 | -6.59 | -4.85 | 4.06 |
2021 | 3.08 | 4.87 | 1.47 | 2.09 |
2020 | -16.87 | 14.61 | 4.26 | 9.00 |
2019 | 6.38 | 3.67 | 1.49 | 3.62 |
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