BlackRock Global Funds - United Kingdom Fund C2Register to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 3.0 | 12.9 | -22.8 | 14.8 | 3.7 | |
+/-Cat | 12.1 | -5.1 | -20.8 | 6.6 | 0.4 | |
+/-B’mrk | - | - | - | 7.2 | 0.2 | |
Category: UK Large-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 26/04/2024 | GBP 97.45 | |
Day Change | 0.98% | |
Morningstar Category™ | UK Large-Cap Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU0147381262 | |
Fund Size (Mil) 28/03/2024 | GBP 199.71 | |
Share Class Size (Mil) 26/04/2024 | EUR 3.54 | |
Max Initial Charge | - | |
Ongoing Charge 07/02/2022 | 3.07% |
Morningstar Research |
Analyst Report | 29/02/2024 Morningstar Manager Research, Morningstar, Inc |
Following the unexpected manager change and split between the onshore and offshore versions of this strategy, the Morningstar Analyst Rating for the clean D share class of the BGF United Kingdom fund has been downgraded to Neutral from Bronze.... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 24 |
Process | 23 |
Performance | |
Price |
Investment Objective: BlackRock Global Funds - United Kingdom Fund C2 |
The fund seeks to maximise total return in a manner consistent with the principles of environmental, social and governance (“ESG”) investing. The Fund invests at least 70% of its total assets in the equity securities of companies incorporated or listed in the UK. The Fund’s exposure to contingent convertible bonds is limited to 5% of its total assets. The Fund may use derivatives for investment purposes and for the purposes of efficient portfolio management. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Samantha Brownlee 05/12/2022 | ||
Luke Chappell 05/12/2022 | ||
Inception Date 01/07/2002 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for BlackRock Global Funds - United Kingdom Fund C2 | 31/03/2024 |
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Top 5 Holdings | Sector | % |
AstraZeneca PLC | Healthcare | 8.98 |
RELX PLC | Industrials | 7.10 |
Shell PLC | Energy | 6.42 |
Compass Group PLC | Consumer Cyclical | 5.74 |
Rio Tinto PLC Registered Shares | Basic Materials | 5.55 |
Increase Decrease New since last portfolio | ||
BlackRock Global Funds - United Kingdom Fund C2 |