Crystal Inc

Ranked 116 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The objective is to achieve growth in capital and income over the longer term with a particular emphasis on income growth. The policy of the fund is to invest substantially in UK and overseas equities and fixed interest securities, but may also invest in collective investment schemes and money market instruments.

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 -3.7% -4.5% 1.9% 1.2% -2.1%
2017 7.5% 5.4% 0.9% -0.8% 1.9%
2016 14.0% 6.0% 5.6% 2.9% -1.0%
2015 3.2% 1.8% -2.6% -0.8% 4.9%
2014 7.8% 2.1% 1.7% 0.3% 3.5%
2013 1.1% 8.3% -5.7% -0.6% -0.3%
2012 2.9% 1.9% 0.7% 3.7% -3.3%
2011 8.7% 0.1% 3.4% 1.0% 4.1%
2010 16.0% 5.0% -1.9% 6.4% 5.9%
2009 11.3% -7.5% -0.4% 15.2% 5.0%
2008 -1.2% -8.0% -1.2% -1.0% 9.9%
2007 8.4% 3.1% 2.2% -0.5% 3.4%
2006 12.1% 3.5% -1.6% 4.6% 5.3%
2005 17.5% 2.7% 5.3% 4.6% 3.9%
2004 12.4% 0.0% 1.0% 2.9% 8.2%
2003 7.9% 0.2% 5.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
United Kingdom 0.000% 03-Dec-2018 5.97%
United Kingdom 0.000% 18-Feb-2019 5.96%
US Treasury 0.125% 15-Jan-2022 5.35%
United Kingdom 0.125% 22-Mar-2024 5.25%
United Kingdom 1.875% 22-Nov-2022 4.90%
US Treasury 2.250% 29-Feb-2020 4.65%
ETFS Physical Swiss Gold 4.57%
Microsoft Corp ORD 3.95%
US Treasury 0.125% 15-Apr-2019 3.82%
Coca-Cola Co ORD 3.82%
30/11/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/03/2003
  • Share Class size49Mn
  • Base currencyGBP
  • ISIN GB0034243849

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1.00%

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