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

£8.073

arrow-up£0.083 (+1.04%)

Fund Code

SCBIA

0290038

GB0002900388

Prices updated as at 02 Apr 2026

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.

Annual performance (%)

Year	This fund	GBP Allocation 60-80% Equity
31 Mar 15 - 31 Mar 16	-4.33	-2.93
31 Mar 16 - 31 Mar 17	20.86	17.37
31 Mar 17 - 31 Mar 18	2.18	1.40
31 Mar 18 - 31 Mar 19	1.93	3.97
31 Mar 19 - 31 Mar 20	-9.33	-8.04
31 Mar 20 - 31 Mar 21	34.27	26.61
31 Mar 21 - 31 Mar 22	4.68	5.02
31 Mar 22 - 31 Mar 23	-5.45	-4.73
31 Mar 23 - 31 Mar 24	9.45	10.39
31 Mar 24 - 31 Mar 25	2.96	3.05
31 Mar 25 - 31 Mar 26	14.01	10.55

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	1.04	0.42
1 Month	-5.08	-4.43
3 Months	0.59	-0.42
6 Months	4.39	2.48
1 Year	16.51	12.38
3 Years annualised	9.41	8.69
5 Years annualised	5.29	5.32

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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