Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

Calvert Moderate Allocation Fund;A

Ranked 46 out of 121 in MA Target Alloc Growth over 36 months

All calculations are in USD unless stated

The Fund seeks long-term capital appreciation and growth of income. The Fund reaches this objective by investing 50%-80% in Calvert equity funds and 20%-50% in Calvert fixed income funds.

sector performance

MA Target Alloc Growth
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 4.3% 3.3%
2016 6.7% 0.6% 0.7% 3.7% 1.6%
2015 -0.4% 3.1% 0.1% -5.3% 2.1%
2014 6.0% 1.0% 3.3% -1.6% 3.3%
2013 18.4% 6.3% 0.6% 5.0% 5.5%
2012 13.0% 9.3% -3.0% 4.9% 1.6%
2011 -0.3% 4.4% 0.9% -10.2% 5.4%
2010 10.2% 3.8% -6.7% 8.3% 5.2%
2009 21.9% -7.1% 13.2% 12.7% 2.8%
2008 -29.1% -6.3% -0.4% -9.0% -16.5%
2007 5.5% 1.2% 3.5% 1.7% -0.9%
2006 10.2% 3.8% -1.9% 3.4% 4.7%
2005 3.0% 1.7%

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 date29/04/2005
  • Share Class size210Mn
  • Base currencyUSD
  • ISINUS1316187384

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment250

Charges

  • Initial investment4.75