Schroder Managed Balanced Fund Z 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
£0.7237
£-0.001 (-0.14%)
Fund Code
SCHZI
BDZDTH4
GB00BDZDTH45
Prices updated as at 18 Apr 2024
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Unit Trust |
| Fund manager | Johanna Kyrklund, Remi Olu-Pitan, Nick Pearson |
| 0.74 | |
| 0.67 | |
| Fund comparative index | IA Mixed Invest 40 - 85% Shares |
| Mixed Investment 40-85% Shares | |
| - | |
| 0.89 | |
| 0.22 | |
| 0.00 | |
| GBP Allocation 60-80% Equity | |
| No | |
| Fund provider | Schroder Unit Trusts Limited |
| Share class launch date | 25 Oct 2013 |
| £1.92b | |
| - | |
| 1.53 | |
| - | |
| Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
