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Schroder Managed Wealth Portfolio Z Acc

Price: £1.024|Change: 0.00 (0.20%)

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)21 GBP (08/04/2026)
Fund size (mil)220 GBP (08/04/2026)

Top 10 holdings

Assets in top 10 holdings %44.67
Total number of equity holdings20
Total number of bond holdings3
Holdings 31/03/2026% of assets
iShares S&P 500 Swap ETF USD Dis9.03
WisdomTree Physical Gold GBP Daily Hdgd5.41
Vontobel TwentyFour Abs RetCrdt AQG GBP4.50
Atlantic House Defined Ret B GBP Acc4.21
Schroder Asian Total Return Inv. Company4.02
L&G Multi-Strategy Enhanced Cmdts £H ETF3.83
M&G Japan GBP PP Inc3.70
United Kingdom of Great Britain and Northern Ireland 0.375%3.61
Scottish Mortgage Ord3.24
JPM GBP Liquidity LVNAV E (dist.)3.12