BlackRock Balanced Growth D Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.62%
  • 3 Year sharpe1.09
  • 3 Year alpha3.3
  • Distribution Typeincome
  • BenchmarkFTSE World Ex UK TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.87%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupBlackRock
  • DomicileUnited Kingdom

Investment Strategy

The Fund aims to provide a return on your investment (generated through an increase in the value of the assets held by the Fund) (gross of fees) with the opportunity for additional income generation (i.e. income received on the Fund’s assets) depending on market conditions. In seeking to achieve its investment objective, the Fund may invest in a global portfolio of equities (i.e. shares), equity-related investments (i.e. other investments whose value is related to equities), fixed income securities (e.g. bonds) and fixed income related investments (i.e. other investments whose value is related to fixed income securities), as well as collective investment schemes (i.e. other investment funds which may be Associated Funds), cash (and assets that can be turned to cash quickly) in sterling or other currencies and money market instruments (i.e. debt securities with short-term maturities). Investment may be made in any and all economic sectors.

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