Schroder Managed Balanced Fund Z Accumulation GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 10.00 | -7.38 | 15.68 | 8.00 | 11.68 | -11.08 | 7.45 | 3.72 |
+/- Category | 0.00 | -1.01 | 0.01 | 2.76 | 0.54 | -1.00 | -0.92 | -0.58 |
+/- Category Index | - | - | - | 3.48 | -0.58 | -3.81 | -3.22 | -1.39 |
% Rank in Category | 50 | 68 | 51 | 28 | 44 | 69 | 64 | 70 |
Trailing Returns (GBP) | 19/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.12 | 0.09 | -0.26 |
1 Week | -2.23 | -0.29 | -0.75 |
1 Month | -0.50 | 0.06 | -0.51 |
3 Months | 3.90 | 0.33 | -0.71 |
6 Months | 8.14 | -0.19 | -0.91 |
YTD | 1.58 | -0.24 | -1.39 |
1 Year | 5.81 | -0.66 | -3.16 |
3 Years Annualised | 0.77 | -0.90 | -3.20 |
5 Years Annualised | 4.35 | 0.21 | -1.24 |
10 Years Annualised | 5.44 | 0.00 | -1.36 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.72 | - | - | - |
2023 | 2.09 | -0.39 | 0.01 | 5.64 |
2022 | -3.73 | -6.60 | -4.92 | 4.01 |
2021 | 3.00 | 4.80 | 1.41 | 2.03 |
2020 | -16.93 | 14.56 | 4.18 | 8.93 |
2019 | 6.29 | 3.61 | 1.43 | 3.55 |
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