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Accumulation funds

If you buy accumulation units, the income is reinvested within the fund meaning your investment could be more likely to grow in value over time.

Schroder Managed Balanced Fund

The fund aims to provide capital growth and income by investing in a diversified range of assets and markets worldwide. This is an accumulation fund.

Risk and reward category: 4

On a scale from 1 to 7, where 1 is lower risk with potentially lower rewards and 7 is higher risk with potentially higher returns.

Total costs: 1.04% per annum

Correct as of 25 September 2020. Find out more about costs & charges.

More about this fund

To see this fund’s top 10 holdings, plus a breakdown of its fees and past performance, take a look at the fund factsheet.


Already have a stocks & shares ISA for this tax year? Invest via a general investment account (GIA).

Discover our full shortlist

Our fund shortlist features a range of ready-made portfolios from HSBC and other carefully-selected fund managers. All you need to do is choose one that meets your preferred level of risk.

The funds on the shortlist are multi-asset funds, meaning they contain a mix of different investments. They are all managed by investment professionals with the aim of making your money work harder for you over the long term.

Bear in mind, the value of investments and any income they generate can go down as well as up, meaning you may not get back what you invest. You can access your money if you need to, however you should aim to invest for at least 5 years.

All our funds are offered without investment advice. If you’re not sure about investing or how much risk you’re comfortable with, you could visit our article hub to find out more. Or you may want to explore our investment advice options.

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