Royal Bank of Scotland Stakeholder Investment 5

Ranked 288 out of 399 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

To provide capital growth whilst providing a lower risk to capital than investing solely in equities. The fund will invest in a mixed portfolio of equities, bonds and cash.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.0%
2018 -6.0% -3.8% 5.0% -1.7% -5.3%
2017 6.2% 2.8% 0.2% 0.2% 2.9%
2016 11.3% 1.3% 3.5% 6.3% -0.1%
2015 -0.2% 3.7% -2.6% -2.8% 1.6%
2014 5.0% 0.4% 1.3% 0.7% 2.5%
2013 7.6% 5.8% -2.7% 2.5% 1.9%
2012 6.9% 2.6% -0.2% 3.1% 1.3%
2011 3.3% 0.1% 1.2% -4.2% 6.6%
2010 10.7% 3.7% -4.4% 8.6% 2.9%
2009 14.0% -6.6% 6.8% 12.8% 1.3%
2008 -13.4% -5.1% -2.9% -5.3% -0.8%
2007 3.9% 0.8% 0.8% 0.7% 1.5%
2006 7.7% 4.0% -1.9% 2.9% 2.6%
2005 4.2% 2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date06/04/2005
  • Share Class size973Mn
  • Base currencyGBX
  • ISIN GB00B06BRP07

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment1,000

Charges

  • Annual management1.50%
  • 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).