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SCHRODER MANAGED WEALTH PORTFOLIO - Fund overview

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Overview of SCHRODER MANAGED WEALTH PORTFOLIO

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SCHRODER MANAGED WEALTH PORTFOLIO does not fall into either of these categories at present.

Standard Initial Charge

3.25% 0.00%

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to save 3.25%

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Fund summary

Sector  Unclassified
Product type  UNIT TRUST
Launched  February, 1991
Size  £72m
Yield 0.1%
Charging basis  Income
Dividends paid  31/3.
Bid price(inc) 132.60p
Bid price(acc) 171.10p

Fund Charges

Standard Initial charge 3.25%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.35%
Annual management charge 1.50%
Total expense ratio 1.66%
Reduction in yield (10yr) 1.69%

Bestinvest says


No information available.

Portfolio

schroder managed wealth portfolio asset allocation illustration
Allocation Proportion
Equity 66%
High yield bonds –
Quality bonds 16%
Property 0%
Commodities –
Hedge –
Fund cash 18%
schroder managed wealth portfolio equity geographic illustration
Allocation Proportion
UK 36%
Europe 11%
Nth America 13%
Japan 11%
Pacific 16%
Other Equity 13%
schroder managed wealth portfolio equity capitalisation illustration
Allocation Proportion
Large Caps 52%
Mid Caps 21%
Small Caps 27%

View all performance data for SCHRODER MANAGED WEALTH PORTFOLIO

Investment process


The fund's objective is to provide a total return through investment in collective investment schemes as well as directly held transferable securities, derivatives, cash, deposits, warrants and money market instruments. The fund may also gain exposure to alternatives including hedge funds, private equity and property through investment in transferable securities which themselves invest in these asset classes.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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