Schroder Managed Balanced Instl Inc

Fund

Fund Info

  • Yield History2.27%
  • 3 Year sharpe1.02
  • 3 Year alpha-0.22
  • Distribution Typeincome
  • BenchmarkIA Mixed Invest 40 - 85% Shares
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.60%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB0002900388

Investment Strategy

The Fund's investment objective is to give a balanced exposure to UK and overseas equities and fixed income securities through a range of underlying authorised unit trusts, recognised schemes and collective investment schemes.