Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

American Beacon Balanced Fund;Institutional

Ranked 104 out of 200 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 : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.6% 2.2% 3.1%
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 12.8% 2.7% 0.9% 1.2% 7.6%
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%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date17/07/1987
  • Share Class size88Mn
  • 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).