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Schroder Managed Balanced Instl Inc

Price: £8.073|Change: 0.08 (1.04%)

This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPPand can be used with Regular investment

Before investing please read:

Key Information Document (KID/KIID)/Product Summary

Asset allocation %
Morningstar style box TM
Equity style
SizeLarge
Mid
Small
Value
Blend
Growth
Style

Size

Share class size (mil)39 GBP (02/04/2026)
Fund size (mil)1,923 GBP (02/04/2026)

Top 10 holdings

Assets in top 10 holdings %68.44
Total number of equity holdings527
Total number of bond holdings7
Holdings 28/02/2026% of assets
Schroder ISF Global Eq I Acc USD15.23
FTSE 100 Index Future Mar 2610.15
Schroder ISF US Large Cap I Acc USD6.86
Schroder Sterling Cash X GBP Income6.74
Schroder ISF QEP Glbl Cor I Acc USD5.34
Schroder ISF MA Gr and Inc I Acc GBP H5.19
Schroder ISF QEP Glb ActvVal I Acc USD5.07
Schroder Global Equity Actv ETF Acc USD4.72
10 Year Australian Treasury Bond Future Mar 264.66
Schroder Income S Accumulation4.48