Schroder Managed Wealth Portfolio Inc

Ranked 103 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Charles Armstrong

Objective

To provide a total return primarily 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.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.6%
2018 -4.8% -4.1% 4.3% 1.9% -6.6%
2017 5.1% 2.3% 0.8% -0.4% 2.2%
2016 13.7% 0.8% 2.8% 6.7% 2.9%
2015 0.7% 3.0% -1.9% -3.1% 2.9%
2014 3.7% -1.3% 1.1% 1.6% 2.3%
2013 8.9% 7.6% -2.0% 1.5% 1.7%
2012 5.8% 3.9% -3.3% 3.7% 1.4%
2011 -2.2% 0.2% 1.2% -5.3% 1.9%
2010 12.3% 5.7% -3.7% 4.6% 5.4%
2009 17.9% 1.4% 5.0% 8.2% 2.4%
2008 -22.5% -3.3% -0.9% -9.3% -10.9%
2007 3.4% 1.7% 1.2% 0.7% -0.2%
2006 9.9% 8.0% -4.4% 1.5% 4.9%
2005 19.5% 1.9% 4.3% 7.5% 4.6%
2004 10.5% 2.2% 0.3% 1.4% 6.3%
2003 15.5% -4.7% 11.4% 5.0% 3.7%
2002 -22.0% 0.6% -11.7% -15.6% 4.0%
2001 -15.2% -9.4% -0.1% -14.3% 9.4%
2000 -3.3% 0.3% -2.0% -0.7% -1.0%
1999 19.3% 6.3% 2.0% -4.6% 15.4%
1998 9.0% 11.7% -0.8% -11.4% 11.1%
1997 13.0% 5.0% 5.7% 7.5% -5.3%
1996 9.8% 4.2% 2.2% 3.2% -0.1%
1995 4.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Schroder Strategic Credit S Inc GBX 6.95%
Vontobel Fund TwentyFour Abs Ret Credit Fund AQNG 6.40%
Findlay Park American USD 5.64%
Polar Capital Global Insurance E GBP Inc 5.34%
Schroder UK Dynamic Abs Return P2 Acc 4.41%
Trojan Income X Inc 4.19%
Majedie UK Equity X Inc 4.16%
GBP Cash 4.10%
Majedie Asset Management Tortoise Z GBP 3.69%
Kennox Strategic Value A Net Inc 3.54%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/02/1991
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN GB0007897290

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).