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American Beacon Balanced Fund;Institutional

Ranked 151 out of 195 in - Aggressive USD over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks both income and capital appreciation by investing in a balanced portfolio of equity and fixed-income securities. The Fund typically invests between 50% and 65% of it total assets in equity securities and between 35% and 50% of its total assets in debt securities.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Aggressive USD over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.0%
2017 12.5% 2.6% 2.2% 3.1% 4.0%
2016 12.5% 1.1% 1.5% 4.4% 5.1%
2015 -4.1% 1.3% -0.7% -6.4% 1.9%
2014 9.3% 3.0% 3.9% -0.2% 2.4%
2013 20.9% 7.3% 2.8% 3.4% 6.0%
2012 14.2% 9.9% -2.4% 4.8% 1.6%
2011 1.8% 3.4% 0.1% -9.2% 8.3%
2010 11.9% 5.3% -6.8% 7.7% 5.8%
2009 20.8% -8.4% 12.6% 13.4% 3.3%
2008 -24.9% -5.6% -4.0% -6.7% -11.1%
2007 2.1% 1.1% 3.8% 0.4% -3.2%
2006 13.9% 2.7% -0.5% 5.7% 5.5%
2005 6.5% 0.1% 2.8% 2.4% 1.0%
2004 13.1% 2.7% 0.9% 1.2% 7.9%
2003 24.3% -3.1% 13.8% 1.9% 10.7%
2002 -7.5% 2.8% -4.9% -10.8% 6.1%
2001 5.6% 0.1% 3.8% -4.9% 6.8%
2000 10.6% -0.6% -0.2% 4.6% 6.5%
1999 -3.6% -1.2% 6.4% -7.7% -0.6%
1998 8.3% 7.4% 0.7% -6.4% 7.0%
1997 19.9% -0.3% 10.0% 7.0% 2.1%
1996 14.0% 2.9% 1.6% 2.4% 6.4%
1995 28.8% 7.8% 6.8% 6.5% 5.0%
1994 -1.7% -3.8% 1.4% 2.1% -1.2%
1993 14.8% 6.9% 1.8% 4.4% 1.1%
1992 10.1% -0.3% 3.4% 3.1% 3.6%
1991 21.6% 7.9% 1.0% 5.7% 5.5%
1990 0.6% -2.2% 3.2% -7.4% 7.6%
1989 18.4% 4.2% 7.3% 4.9% 1.0%
1988 13.7% 5.4% 4.2% 2.0% 1.6%
1987 -8.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date17/07/1987
  • Share Class size75Mn
  • Base currencyUSD
  • ISIN US02368A1097

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment50

Charges

  • Annual management0.43%

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