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BlackRock Balanced Capital Fund;Institutional

Ranked 95 out of 195 in - Aggressive USD over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks the highest total investment return consistent with prudent risk through a fully managed investment policy utilizing equity, debt, and convertible securities. It invests in equity securities and fixed-income securities (including debt securities, convertible securities and short term 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 0.4%
2017 14.6% 4.5% 2.4% 3.6% 3.4%
2016 8.5% 0.5% 0.8% 3.5% 3.6%
2015 0.4% 0.9% -0.5% -3.9% 4.0%
2014 11.0% 2.4% 2.8% 0.9% 4.4%
2013 20.4% 6.3% 0.5% 4.4% 8.0%
2012 12.8% 8.5% -2.4% 5.5% 0.9%
2011 2.9% 6.1% 2.4% -12.1% 7.8%
2010 11.1% 4.7% -6.7% 6.7% 6.5%
2009 18.6% -7.2% 9.9% 11.5% 4.3%
2008 -28.1% -5.0% -2.3% -8.6% -15.2%
2007 5.6% 1.2% 4.8% 1.8% -2.2%
2006 14.8% 3.5% -0.1% 5.3% 5.5%
2005 4.3% -0.7% 0.5% 2.3% 2.2%
2004 8.3% 1.7% 0.7% -0.3% 6.0%
2003 21.5% -2.4% 11.9% 1.2% 9.8%
2002 -13.4% 3.2% -7.9% -13.4% 5.2%
2001 -4.8% -6.6% 4.0% -9.9% 8.7%
2000 7.8% 1.8% -1.5% 5.3% 2.0%
1999 4.5% 1.8% 6.5% -7.0% 3.7%
1998 6.2% 8.8% -0.9% -11.4% 11.1%
1997 21.4% 1.1% 10.5% 7.2% 1.4%
1996 12.7% 1.2% 1.6% 2.9% 6.5%
1995 32.9% 7.9% 8.5% 6.2% 6.9%
1994 0.9% -1.8% 1.3% 3.4% -1.8%
1993 13.7% 5.9% 0.8% 4.3% 2.1%
1992 5.0% -0.1% 0.2% 1.1% 3.8%
1991 24.7% 10.3% -0.2% 6.9% 6.0%
1990 1.1% -3.2% 5.7% -8.3% 7.8%
1989 23.0% 4.4% 7.6% 6.4% 2.9%
1988 17.0% 7.7% 5.0% 0.6% 2.9%
1987 4.6% 14.6% 3.1% 5.3% -15.9%
1986 19.9% 16.0% 2.6% -4.4% 5.3%
1985 29.9% 10.2% 7.1% -2.4% 12.8%
1984 8.0% -3.4% -3.7% 9.9% 5.6%
1983 23.1% 6.4% 11.2% 2.5% 1.6%
1982 19.3% -3.9% -0.6% 9.7% 13.7%
1981 11.9% 10.4% 3.4% -9.6% 8.4%
1980 24.8% -5.3% 13.8% 10.6% 4.7%
1979 26.7% 9.6% 4.1% 8.1% 2.8%
1978 11.7% -2.2% 9.8% 9.9% -5.3%
1977 -7.4% -10.1% 5.5% -3.6% 1.3%
1976 12.8% 12.0% 0.4% 0.6% -0.3%
1975 23.9% 15.7% 11.1% -10.3% 7.5%
1974 -18.6% -3.5% -4.0% -18.7% 8.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date08/11/1973
  • Share Class size397Mn
  • Base currencyUSD
  • ISIN US09251C5067

Purchase Info

  • Min. initial investment2Mn
  • Min. regular additional investment0

Charges

  • Annual management0.12%
  • Initial investment0

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