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BlackRock Global Allocation Fund;Institutional

Ranked 69 out of 136 in Flexible Portfolio 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
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Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.5% 3.0% 3.0%
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 9.8% 0.7% 0.7% 6.4% 1.7%
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 5.9% 1.4% 2.0% 1.8% 0.5%

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 size16,173Mn
  • Base currencyUSD
  • ISINUS09251T5092

Purchase Info

  • Min. initial investment2Mn
  • Min. regular additional investment0

Charges

  • Annual management0.67%
  • Initial investment0