Brighton Rock

Ranked 26 out of 416 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The objective of the Company is to maximise the overall return through investment in some or all sectors, including money market, in some or all world markets, including the UK. The ACD's investment policy will be to invest in transferable securities, including bonds, collective investment schemes, money market instruments, cash and near cash, deposits and gold that can best take advantage of economic opportunities worldwide. There is no limit to which the Company can be invested in each sector. It is the ACD's intention that derivatives and forward transactions be used for hedging purposes using efficient portfolio management style techniques.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/05/2018 - 31/05/2019
  • Rank 26/416 Total Return
  • Rank 396/416 Standard Deviation
  • Rank 383/416 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.1%
2018 -3.4% -3.6% 7.7% 2.8% -9.4%
2017 8.3% 5.1% 2.4% -2.7% 3.4%
2016 10.6% -2.0% 1.6% 10.2% 0.7%
2015 6.3% 6.4% -1.3% -4.6% 6.1%
2014 7.8% 0.3% 1.4% 0.4% 5.5%
2013 15.6% 7.9% 0.8% 2.8% 3.4%
2012 6.5% 2.4% -1.0% 3.9% 1.1%
2011 -4.3% -1.6% 0.4% -6.3% 3.5%
2010 16.7% 3.2% -4.6% 7.7% 10.1%
2009 21.2% -1.5% 3.7% 12.1% 5.9%
2008 -19.3% -6.8% 0.3% -10.6% -3.4%
2007 1.6% -0.1% 0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/03/2007
  • Share Class size12Mn
  • Base currencyGBP
  • ISIN GB00B1VGFM01

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment5.00%

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