BlackRock Global Funds - Global Long-Horizon Equity Fund A4 GBPRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 17.4 | 20.9 | -9.2 | 7.4 | 6.2 | |
+/-Cat | -6.3 | 6.3 | 8.9 | -8.6 | 0.2 | |
+/-B’mrk | - | 2.8 | 9.7 | -14.9 | -0.8 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 24/05/2024 | GBP 28.21 | |
Day Change | -0.56% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU1153585291 | |
Fund Size (Mil) 30/04/2024 | USD 1386.20 | |
Share Class Size (Mil) 24/05/2024 | GBP 23.52 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 01/02/2024 | 1.81% |
Investment Objective: BlackRock Global Funds - Global Long-Horizon Equity Fund A4 GBP |
The Fund seeks to maximise total return and invest in a manner consistent with the principles of environmental, social and governance (“ESG”) investing. The Fund invests globally, with no prescribed country, regional or capitalisation limits, at least 70% of its total assets in equity securities. The Fund may invest in equity securities that, in the opinion of the Investment Adviser, have a sustained competitive advantage and will typically be held over a long-term horizon. Currency exposure is flexibly managed. |
Returns | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Olivia Treharne 12/01/2022 | ||
Molly Greenen 01/02/2020 | ||
Inception Date 07/01/2015 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for BlackRock Global Funds - Global Long-Horizon Equity Fund A4 GBP | 30/04/2024 |
|
|
Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 6.73 |
Amazon.com Inc | Consumer Cyclical | 5.08 |
UnitedHealth Group Inc | Healthcare | 4.68 |
Mastercard Inc Class A | Financial Services | 4.45 |
Lvmh Moet Hennessy Louis Vuitton SE | Consumer Cyclical | 4.30 |
Increase Decrease New since last portfolio | ||
BlackRock Global Funds - Global Long-Horizon Equity Fund A4 GBP |