Historical development
Annual Performance* (%)
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | -1.76 | 1.00 | 2.76 | 5.05 | 5.76 |
|---|
Cumulative Performance* (%)
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | -1.76 | 2.99 | 13.80 | 50.47 | 86.41 |
|---|
Performance* (%)
| 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Global Balanced USD | 8.30 | 4.79 | 10.78 | 5.29 | 2.42 | -12.51 | 21.26 | 9.21 | 1.72 | 9.45 | 7.16 | 7.84 | 2.78 | 3.69 | 5.60 | -7.40 | 15.71 | -5.47 |
| Global Balanced EUR | 8.27 | 4.80 | 10.71 | 5.30 | 2.42 | -12.51 | 21.26 | 9.21 | 1.72 | 9.45 | 7.15 | 7.84 | 2.78 | 3.69 | 4.13 | -9.74 | 12.00 | -6.78 |
| Moderate Allocation - Global | 8.04 | 5.62 | 13.30 | 6.24 | 0.84 | -20.62 | 14.37 | 5.81 | -6.00 | 8.59 | 6.52 | 6.79 | 2.51 | 3.03 | 4.45 | -6.88 | 12.53 | -2.91 |
* The figures shown are based on backtesting the fund over 20 years until the 15th March 2017. These performance figures reflect what a client would have received net of fees.
Risk
Funds Platforms
