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Schroder Managed Balanced

Ranked 78 out of 216 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Johanna Kyrklund

Johanna Kyrklund, CFA is head of multi-asset investments at Schroders Investment Management. She is responsible for investment on behalf of all UK, European and US multi-asset clients and is a member of the Global Asset Allocation Committee. Johanna joined the firm in 2007 and previously, she managed an unconstrained global macro absolute return fund for Insight Investment. Johanna graduated from Oxford University with a degree in Philosophy, Politics & Economics.

Remi Olu-Pitan

Remi Olu-Pitan, CFA joined Schroders Investment Management Ltd in 2006 where she is a fund manager of the UK multi-asset portfolios and a member of the Strategic Investment Group Multi-Asset (SIGMA) specialising in equity and volatility research. Remi graduated from the London School of Economics with an MA in Statistics and Durham University with a BA in Business Finance.

Objective

To achieve capital growth through a balanced exposure to international equities and bonds, by investing primarily in authorised unit trusts managed by Schroders. While the fund has a UK equity bias, the fund manager will aim to achieve optimum returns commensurate with the relatively low risk profile of the fund by adjusting the exposure to any particular region or asset class according to Schroders' view of the economic and profits outlook in each region, and whether this view is reflected in market valuations.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/07/2015 - 31/07/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 1.6% 3.7%
2015 -0.1% 6.0% -3.4% -6.1% 4.0%
2014 5.0% -0.1% 1.8% 1.4% 1.8%
2013 16.3% 9.3% -0.6% 2.3% 4.7%
2012 13.3% 7.6% -3.1% 5.1% 3.4%
2011 -4.7% 1.2% 0.6% -10.3% 4.4%
2010 11.5% 7.0% -7.8% 7.8% 4.9%
2009 31.8% -6.8% 15.2% 19.5% 2.8%
2008 -23.7% -7.6% -2.5% -8.6% -7.4%
2007 6.2% 2.6% 4.1% -0.3% -0.3%
2006 13.8% 8.1% -3.8% 2.6% 6.6%
2005 20.8% 2.8% 4.3% 7.3% 5.0%
2004 10.4% 2.8% 0.3% 1.1% 6.0%
2003 20.5% -2.8% 11.2% 5.2% 6.0%
2002 -16.9% 2.5% -8.3% -12.6% 1.2%
2001 -10.7% -7.1% 2.9% -14.7% 9.4%
2000 -1.2% -0.2% 0.5% -1.0% -0.4%
1999 21.7% 6.4% 5.1% -2.9% 12.1%
1998 11.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2016

Top 10 Holdings

Stock Size
Schroder Income A Inc 9.63
Schroder European I Acc 8.55
Schroder UK Equity Inc 8.55
Vanguard S&P 500 UCITS ETF USD 8.08
Schroder UK Alpha Plus A Inc 7.80
Schroder ISF QEP Global Active Value I Acc 7.08
Schroder Offshore Cash A Acc 5.93
Schroder ISF Global Corporate Bond I Acc 5.65
Schroder ISF Global High Yield I Acc 5.05
Schroder ISF Em Mkts Debt Abs Ret I Acc 4.06
30/04/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/07/1998
  • Share Class size613Mn
  • Base currencyGBP
  • ISIN GB0002899846

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment0

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).