Schroder Managed Balanced Z Acc

Fund

Fund Info

  • Yield History1.95%
  • 3 Year sharpe0.95
  • 3 Year alpha-0.83
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Invest 40 - 85% Shares
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.94%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00BDZDTG38

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.