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BlackRock IF-Australian Share Plus

Ranked 12 out of 249 in - Australia over 12 months
All calculations are in AUD unless stated

Managed by

Michael McCorry

Objective

The Fund aims to deliver returns that are 4-6% (before fees) p.a. above those of the S&P/ASX 300 Industrials Accumulation Index ex top 5 stocks by market capitalisation (Benchmark) over rolling 3-year periods..

Performance

Australia over : 31/08/2017 - 31/08/2018
  • Rank 12/249 Total Return
  • Rank 231/249 Standard Deviation
  • Rank 36/249 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.7% 8.8%
2017 30.5% 5.1% 5.0% 0.5% 17.6%
2016 8.2% -0.8% 3.4% 7.4% -1.8%
2015 0.0% 7.3% -6.9% -5.5% 5.9%
2014 1.7% 2.7% -1.7% -2.0% 2.8%
2013 18.4% 7.1% -3.2% 10.1% 3.7%
2012 11.7% 9.4% -6.9% 2.1% 7.2%
2011 -13.9% 0.9% -3.4% -13.4% 2.0%
2010 -2.2% 1.9% -13.3% 7.5% 3.0%
2009 32.6% -3.0% 9.3% 21.7% 2.7%
2008 -37.2% -17.2% 1.4% -12.6% -14.4%
2007 27.1% 8.6% 7.8% 6.8% 1.7%
2006 22.8% 9.8% 0.1% 1.8% 9.7%
2005 29.2% 5.1% 5.6% 12.3% 3.7%
2004 32.3% 5.0% 4.5% 7.3% 12.3%
2003 11.8% -7.6% 7.4% 7.3% 5.0%
2002 -17.3% -0.9% -8.6% -9.7% 1.1%
2001 9.3% -2.1% 11.7% -13.3% 15.2%
2000 9.6% -0.7% 9.0% 1.2% 0.0%
1999 12.5% 10.0% -4.7% -0.7% 8.0%
1998 22.5% 7.3% -2.0% 4.3% 11.7%
1997 20.2% -2.0% 16.0% 10.4% -4.3%
1996 14.8% 4.8% 2.4% 4.6% 2.3%
1995 17.0% -2.9% 7.6% 5.8% 5.7%
1994 -10.3% -2.3% -8.4% 3.0% -2.7%
1993 39.2% 7.3% 1.4% 11.2% 15.0%
1992 0.8% -0.6% 6.3% -6.1% 1.6%
1991 21.5% 9.6% 2.4% 5.1% 3.0%
1990 -9.6% -3.0% -0.5% -3.5% -3.0%
1989 14.4% -1.9% 4.0% 17.1% -4.2%
1988 -23.6% -27.5% 2.6% 6.1% -3.2%
1987 63.3% 17.8% -1.0% 43.5% -2.4%
1986 38.3% 13.4% -1.3% 12.9% 9.5%
1985 30.7% 17.6% 0.8% 16.3% -5.1%
1984 1.0% 1.4% -8.9% 13.5% -3.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia

Fund Info

  • Launch date31/10/1983
  • Share Class size65Mn
  • Base currencyAUD
  • ISIN AU60PWA00157

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.12%
  • Initial investment0.04%

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