Skip to main content

Currently viewing:

I’m looking for advice
Become an SJP adviser
Information for shareholders

close

SJP Upper Menu Individuals

Find an adviser
Help and support

Mob external link

Client sign in

Mob external link

Client sign in

How can we help? Open link menu
How can we help?

Navigating changes in your life Open link menu

Navigating changes in your life

Plan for life ahead

Prepare for life’s changes

Review and optimise

Secure your legacy
How can we help?

Helping you in difficult times Open link menu

Helping you in difficult times

Bereavement

Health and wellbeing

What to do if a relationship ends

Inheritance

Financial abuse, fraud and cybercrime

Support outside of SJP
How can we help?

Tools and information Open link menu

Tools and information

News and insights

Webinars

Calculators

Tax allowances

Find an adviser

How to make a complaint

Financial Health Report 2025

Retirement Report 2025
Close
Advice and products Open link menu
Advice and products

Financial advice Open link menu

Financial advice

Why do you need a financial plan?

Choosing the right financial adviser

Financial planning for families

How to have better conversations about money

Managing your investments Open link menu

Managing your investments

Investment management approach

ISAs explained

Junior ISA

Unit Trusts and Bonds

Discretionary and Stockbroking Services
Advice and products

Pensions and retirement Open link menu

Pensions and retirement

Financial planning for retirement

Learn about pensions

Reviewing your future plans

Your retirement options

Securing your legacy

Later life planning Open link menu

Later life planning

Inheritance Tax planning

Gifting

Trusts

Social care planning
Advice and products

Specialist cash management and banking

Mortgages

Private clients

Advice for business owners

Protection planning

Tax planning

Wills, Powers of Attorney and families

Tax year-end 25/26
Close
Our charges
Our funds Open link menu
Our funds

Life funds

Pension funds

Unit Trust group funds Open link menu

Unit Trust group funds

Long reports

KIIDs

Annual Value Assessment Statement
Our funds

International funds

Spanish International funds

Asia International funds Open link menu

Asia International funds

Hong Kong International life funds

Singapore International life funds
Our funds

Portfolio factsheets

Key information documents

TCFD Report
Close
Who we are Open link menu
Who we are

Why SJP? Open link menu

Why SJP?

Client reviews

Client stories

Our heritage

FAQs

Safeguarding clients
Who we are

St. James’s Place Charitable Foundation

Careers
Close

Search on a site

Please fill out this field

Looking for...

Please fill out this field

Press ENTER to search

Balanced Managed Unit Trust Long Report

Member for

3 years 4 months

Submitted by lcoppock on Jul 25 2025

Balanced Managed Unit Trust Long Report Jul 18 2025 2025 /sites/sjp-corp/files/SJP/fund-prices/unit-trust-group-funds/long-reports/2025/…

St. James’s Place

I’m looking for advice

How can we help?
Advice and products
Who we are

Become an SJP adviser

Align your business
Launch your business
Join an established business

Information for shareholders

Why invest in SJP
ESG reporting hub
Shareholder information

Follow us

Keep up to date on social media

Media & Marketing

Responsible Marketing Policy
Media centre

More St. James's Place

The Academy
The Charitable Foundation
St. James's Place Asia
Careers

Get in touch

Contact us
Our locations
Partner help

Find an adviser

Copyright St. James's Place © 2026

Footer

Sitemap
Legal Information
Privacy Policy
Modern Slavery Statement
Email Alerts