BlackRock Global Funds - Sustainable Energy Fund D2Register to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 47.0 | 17.6 | -7.3 | 7.2 | -1.7 | |
+/-Cat | -24.3 | 17.3 | -1.3 | 19.8 | 3.1 | |
+/-B’mrk | 23.9 | 6.1 | -5.7 | 5.9 | -2.2 | |
Category: Sector Equity Alternative Energy | ||||||
Category Benchmark: Morningstar Gbl Renew Enrg ... |
Key Stats | ||
NAV 25/04/2024 | USD 18.15 | |
Day Change | -1.97% | |
Morningstar Category™ | Sector Equity Alternative Energy | |
ISIN | LU0252969661 | |
Fund Size (Mil) 28/03/2024 | USD 5936.41 | |
Share Class Size (Mil) 25/04/2024 | USD 568.91 | |
Max Initial Charge | 5.26% | |
Ongoing Charge 09/02/2023 | 1.23% |
Investment Objective: BlackRock Global Funds - Sustainable Energy Fund D2 |
The Fund seeks to maximise total return. The Fund invests globally at least 70% of its total assets in the equity securities of sustainable energy companies. Sustainable energy companies are those which are engaged in alternative energy and energy technologies including: renewable energy technology; renewable energy developers; alternative fuels; energy efficiency; enabling energy and infrastructure. The companies are rated by the Investment Adviser based on their ability to manage the risks and opportunities associated with alternative energy and energy technologies and their ESG risk and opportunity credentials, such as their leadership and governance framework, which is considered essential for sustainable growth, their ability to strategically manage longer-term issues surrounding ESG and the potential impact this may have on a company’s financials. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Alastair Bishop 02/11/2015 | ||
Charlie Lilford 01/03/2018 | ||
Inception Date 19/05/2006 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | Morningstar Gbl Renew Enrg NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for BlackRock Global Funds - Sustainable Energy Fund D2 | 31/03/2024 |
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Top 5 Holdings | Sector | % |
NextEra Energy Inc | Utilities | 4.01 |
RWE AG Class A | Utilities | 4.00 |
Vestas Wind Systems A/S | Industrials | 3.92 |
Analog Devices Inc | Technology | 3.59 |
STMicroelectronics NV | Technology | 3.42 |
Increase Decrease New since last portfolio | ||
BlackRock Global Funds - Sustainable Energy Fund D2 |