Beech

Ranked 44 out of 399 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The objective is to provide capital growth through investment across equity and bond markets of the world. Income is of only secondary consideration. The Fund will seek to achieve the investment objective by investing principally in shares, bonds, or other similar securities listed on the London and other recognised Stock Exchanges.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 30/04/2018 - 30/04/2019
  • Rank 44/399 Total Return
  • Rank 383/399 Standard Deviation
  • Rank 379/399 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.6%
2018 -6.2% -4.4% 7.2% 2.4% -10.6%
2017 6.3% 2.6% -1.3% 1.2% 3.7%
2016 9.7% -4.1% 2.4% 5.8% 5.6%
2015 2.5% 5.7% -2.2% -4.5% 3.9%
2014 6.4% 0.4% 2.3% 1.2% 2.4%
2013 7.7% 7.3% -4.7% 3.2% 2.0%
2012 4.6% 3.1% -2.6% 2.5% 1.6%
2011 2.5% -0.6% 1.8% -1.7% 3.0%
2010 14.4% 5.0% -3.6% 7.0% 5.7%
2009 13.1% -1.4% -0.4% 11.1% 3.6%
2008 7.9% 1.5% -1.8% -0.8% 9.1%
2007 1.8% -0.2% 0.5% 1.9% -0.4%
2006 7.7% 3.9% -4.2% 5.7% 2.3%
2005 14.5% 1.3% 4.0% 5.5% 3.1%
2004 8.5% 0.9% -2.0% 5.0% 4.4%
2003 8.6% -0.6% 4.6% 2.0% 2.4%
2002 -17.6% 0.3% -9.9% -11.7% 3.3%
2001 -0.1% -12.8% 7.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date05/02/2001
  • Share Class size27Mn
  • Base currencyGBP
  • ISIN GB0004315148

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.85%
  • Initial investment7.50%

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