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BlackRock Global Allocation Fund;Institutional

Ranked 61 out of 141 in Flexible Portfolio Funds over 36 months

All calculations are in USD unless stated

The Fund seeks high total investment return, consistent with prudent risk, through a fully-managed investment policy utilizing US and foreign equity, debt and money market securities. This combination will be varied in response to changing market and economic trends.

sector performance

Flexible Portfolio Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 13.6% 4.5% 3.0% 3.0% 2.5%
2016 4.1% -0.5% 0.7% 3.8% 0.0%
2015 -0.8% 2.8% 0.2% -6.4% 2.9%
2014 2.2% 0.6% 3.1% -0.9% -0.6%
2013 14.7% 4.3% 0.2% 4.6% 5.0%
2012 10.3% 8.2% -4.2% 4.9% 1.5%
2011 -3.4% 3.5% 0.1% -10.8% 4.5%
2010 10.2% 1.7% -6.1% 8.9% 5.9%
2009 22.0% -5.2% 12.2% 11.0% 3.3%
2008 -20.4% -1.7% -0.2% -12.1% -7.6%
2007 17.0% 2.1% 5.8% 5.6% 2.5%
2006 16.2% 6.2% 0.5% 2.8% 5.9%
2005 10.6% 0.7% 0.7% 6.4% 2.5%
2004 14.5% 3.4% 0.1% 1.0% 9.5%
2003 36.4% -1.9% 18.2% 5.7% 11.3%
2002 -7.7% 3.5% -5.6% -14.2% 10.0%
2001 2.1% -0.6% 4.6% -9.6% 8.6%
2000 8.9% 1.4% 2.0% 1.8% 3.4%
1999 27.7% 6.6% 12.4% -0.2% 6.8%
1998 0.6% 8.4% -2.7% -13.0% 9.6%
1997 11.4% 1.6% 7.4% 4.4% -2.3%
1996 16.2% 3.7% 3.5% 3.2% 5.0%
1995 23.7% 2.1% 8.8% 6.3% 4.8%
1994 -2.0% 0.1% -0.1% 0.9% -2.9%
1993 21.0% 7.4% 4.2% 4.0% 4.0%
1992 12.2% 3.2% 3.7% 1.3% 3.6%
1991 28.8% 12.3% 1.9% 8.4% 3.8%
1990 1.9% -2.1% 6.6% -8.2% 6.4%
1989 3.5% 6.8% 4.2%

Returns Vs Risk

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

Registered For Sale In

  1. United States

Fund Info

  • Launch date03/02/1989
  • Share Class size16,388Mn
  • Base currencyUSD
  • ISINUS09251T5092

Purchase Info

  • Min. initial investment2Mn
  • Min. regular additional investment0

Charges

  • Annual management0.67%
  • Initial investment0