The Beagle Fund Inc

Ranked 101 out of 399 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The investment objective of the Fund is to seek capital and income growth from investments identified across global equity and/or bond markets. The manager may also choose to hold collective investment schemes and cash as appropriate in achieving the overall objective of the fund.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 30/04/2018 - 30/04/2019
  • Rank 101/399 Total Return
  • Rank 398/399 Standard Deviation
  • Rank 397/399 Max Drawdown
Fund Name Currency Loss
395 The OHP Inc GBP

-13.7%

396 VT Garraway Multi Asset Growth A Acc GBP

-14.4%

397 The Beagle Fund Inc GBP

-16.0%

398 EF 8AM Focussed A Inc GBP

-16.4%

399 Consistent Opportunities Unit Trust Inc GBP

-18.9%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.4%
2018 -10.6% -4.7% 9.4% 0.0% -14.3%
2017 22.7% 8.0% 5.4% 2.2% 5.5%
2016 16.8% -3.0% 4.1% 13.0% 2.4%
2015 8.8% 8.3% -0.6% -6.5% 8.1%
2014 -8.9% -4.6% -3.3% -1.8% 0.6%
2013 16.5% 5.7% -0.7% 4.4% 6.4%
2012 8.9% 9.2% -6.8% 5.5% 1.4%
2011 -15.0% -3.2% -0.7% -14.4% 3.3%
2010 -6.0% 12.2% 8.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/03/2010
  • Share Class size16Mn
  • Base currencyGBP
  • ISIN GB00B5SL2W51

Purchase Info

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

Charges

  • Annual management0.50%
  • 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).