AI Balanced Life Inc

Ranked 343 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

To provide capital growth and income by investing in the shares of international companies and in bonds issued by companies around the world.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -7.0% -2.3% 1.3% 1.4% -7.4%
2017 11.3% 3.9% 1.5% 1.5% 4.0%
2016 12.5% 0.9% 3.6% 5.8% 1.7%
2015 -4.5% 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date12/06/2015
  • Share Class size451Mn
  • Base currencyGBP
  • ISIN GB00BTF89596

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Initial investment0.00%

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