Schroder Three Year Return

Schroder Managed Balanced fundamentals help investors to digest information that contributes to Schroder Managed's financial success or failures. It also enables traders to predict the movement of Schroder Fund. The fundamental analysis module provides a way to measure Schroder Managed's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Schroder Managed fund.
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Schroder Three Year Return Analysis

Schroder Managed's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
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Current Schroder Managed Three Year Return

    
  0.13 %  
Most of Schroder Managed's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Schroder Managed Balanced is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Compare to competition
Based on the latest financial disclosure, Schroder Managed Balanced has a Three Year Return of 0.13%. This is much higher than that of the Category family and significantly higher than that of the Family category. The three year return for all United Kingdom funds is notably lower than that of the firm.

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Fund Asset Allocation for Schroder Managed

The fund invests 44.79% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (12.99%) , cash (36.13%) and various exotic instruments.
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Schroder Fundamentals

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When running Schroder Managed Bal price analysis, check to measure Schroder Managed's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Schroder Managed is operating at the current time. Most of Schroder Managed's value examination focuses on studying past and present price action to predict the probability of Schroder Managed's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Schroder Managed's price. Additionally, you may evaluate how the addition of Schroder Managed to your portfolios can decrease your overall portfolio volatility.
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