Top decile returns for Schroder Managed Balanced Fund

Andrew Yeadon has built up an exceptional track record of top decile returns over the last 1, 3 and 5 years.

The Schroder Managed Balanced Fund is a blend of leading Schroders funds, carefully selected to provide a diversified, one-stop investment solution. The fund aims to generate capital growth through dynamic asset allocation strategies, as well as through the individual performances of the underlying funds.

Andrew Yeadon, Manager of Schroder Managed Balanced Fund commented, “When I took over the management of Schroder Managed Balanced in 2003, I adapted the process in an attempt to capture more of the stock picking skills of our best specialist fund managers. Picking from across the extensive range of funds that Schroders offer, we took significant positions in the ones that we thought were most likely to be our best performers, such as Schroder UK Alpha Plus and Schroder European Alpha Plus. These funds, which have been two mainstays, have made a considerable contribution to the fund’s performance, as has our top-down asset allocation strategies and shorter-term tactical positions in funds such as Schroder Mid 250, Schroder Recovery and Schroder European Smaller Companies.”

Tom McPhail, Hargreaves Lansdown commented, “Andrew’s track record since he took over the fund in 2003 has been exceptional. In a crowded and competitive sector he has consistently outperformed the majority of his peers. The Schroder Managed Balanced fund is one of our favoured Wealth 150 funds; as the default investment choice, it is also a key element of our group Sipp proposition.”