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Family Balanced International

Ranked 170 out of 209 in - Aggressive GBP over 36 months
All calculations are in GBP unless stated

Objective

The fund aims to provide long term capital growth by investing predominantly in a worldwide portfolio of equities and fixed interest securities. The ACD may also invest at its discretion in other collective investment schemes (including unregulated schemes such as hedge funds), property (direct or indirect), approved money market instruments, deposits as well as cash and near cash and any other permitted asset type deemed appropriate to meet the investment objective. The Company will maintain eligibility for the stocks and shares component of an individual savings account.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/05/2015 - 31/05/2018
  • Rank 170/209 Total Return
  • Rank 115/209 Standard Deviation
  • Rank 123/209 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.4%
2017 9.9% 4.1% 1.0% 0.7% 3.8%
2016 12.9% -0.4% 3.1% 7.5% 2.3%
2015 0.7% 6.7% -4.8% -4.8% 4.2%
2014 4.2% 0.0% 1.8% 0.0% 2.4%
2013 11.8% 7.8% -2.0% 3.0% 2.8%
2012 8.0% 4.4% -3.0% 4.7% 1.8%
2011 -5.6% 0.1% 0.1% -10.0% 4.7%
2010 9.3% 5.9% -9.2% 7.4% 5.8%
2009 17.4% 3.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date06/04/2009
  • Share Class size10Mn
  • Base currencyGBP
  • ISIN GB00B5S97P73

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment1Mn

Charges

  • Annual management1.95%
  • Initial investment0

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