Schroder Managed Wealth Portfolio

Select share classes

Schroder Managed Wealth Portfolio Z Accumulation

Category GBP Flexible Allocation


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£0.8835

arrow-up£0.001 (+0.15%)

Fund Code

SZMWA

B84YNB5

GB00B84YNB54

Prices updated as at 28 Mar 2024
|
Prices in GBP

Investment objective
The Fund aims to achieve capital growth and income of inflation (as measured by the UK Consumer Price Index) plus 3.5% per annum (after fees have been deducted) over a five to seven year period by investing in a diversified range of assets and markets worldwide. The Fund is actively managed and invests its assets directly, or 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 and alternative assets worldwide. Alternative assets may include funds that use absolute return strategies or funds that invest directly in real estate or indirectly in commodities. The Fund can invest up to 100% of its assets in collective investment schemes (including Schroder funds).

Fund statusOpen
Fund typeUnit Trust
Fund managerCharles Armstrong
0.88
0.8
Fund comparative indexUK CPI + 3.5%
Unclassified Sector
-
1.24
0.18
0.00
GBP Flexible Allocation
No
Fund providerSchroder Unit Trusts Limited
Share class launch date13 Aug 2012
£197.35m
-
0.59
-
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.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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.