Schroder Managed Balanced

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Schroder Managed Balanced Fund I Income GBP

Category GBP Allocation 60-80% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£8.094

arrow-up£0.041 (+0.51%)

Fund Code

SCBIA

0290038

GB0002900388

Prices updated as at 12 Dec 2025

Prices in GBP

Investment objective

The Fund aims to provide capital growth and income by investing in a diversified range of assets and markets worldwide. The Fund is actively managed and invests indirectly through collective investment schemes, exchange traded funds, real estate investment trusts or closed ended funds, in equity and equity related securities, fixed and floating rate securities or alternative assets worldwide.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Schroder Unit Trusts Limited

Fund launch date

17 Jul 1998

Domicile

United Kingdom

UCITS

Yes

Lead manager

Remi Olu-Pitan

Lead manager start date

01 Mar 2011

Lead fund manager biography

Remi Olu-Pitan is a Fund Manager at Schroders, She is responsible for investments on behalf of Multi-Asset clients globally and is a co-portfolio manager of the Schroder Life Diversified Growth Fund. She heads the Equity risk premia research team of the Strategic Investment Group Multi-Asset (SIGMA). She is a member of the Global Asset Allocation Committee. She joined Schroders in 2006 and is based in London. Qualifications: CFA Charterholder; MSc in Statistics from The London School of Economics; BA in Business Finance from Durham University.

Lead manager

Nick Pearson

Lead manager start date

31 Oct 2022

Lead fund manager biography

Nick joined Schroders Multi-Asset Investments in 2015 and is responsible for managing a suite of Thematic and Index Replication strategies. Prior to joining Schroders, he worked at Barclays Capital in London in areas of Electronic Equity Trading, Derivatives Trading, and Equity Prime Brokerage. Nick also holds a BA in Maths and Philosophy from Kings College London.

Head office

1 London Wall Place

London

United Kingdom

EC2Y 5AU

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Important Information

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