BlackRock Global Funds - World Energy Fund D4 GBPRegister to Unlock Ratings |
| Performance History | 31/07/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | -16.1 | 8.8 | -30.4 | 43.9 | 44.7 |
| +/-Cat | -5.6 | 2.6 | -8.1 | 8.8 | 12.5 |
| +/-B’mrk | -5.5 | 1.6 | 3.2 | 2.5 | -2.8 |
| Category: Sector Equity Energy | ||||||
| Category Benchmark: MSCI World/Energy NR USD | ||||||
| Key Stats | ||
| NAV 10/08/2022 | GBP 15.79 | |
| Day Change | -2.23% | |
| Morningstar Category™ | Sector Equity Energy | |
| IA (formerly IMA) Sector | Commodities and Natural Resources | |
| ISIN | LU0630472362 | |
| Fund Size (Mil) 29/07/2022 | USD 2946.83 | |
| Share Class Size (Mil) 10/08/2022 | GBP 66.77 | |
| Max Initial Charge | 5.00% | |
| Ongoing Charge 09/02/2022 | 1.32% | |
| Morningstar Research |
| Analyst Report |
The team brings broad insights into this specialist area, but structural constraints limit BGF World Energy to a continued Morningstar Analyst Rating of Neutral for the clean share class. All other share classes are also rated Neutral.Alistair... |
| Click here to read this analyst report on the underlying fund. |
| Morningstar Pillars | |
|---|---|
| People | Average |
| Parent | Above Average |
| Process | Average |
| Performance | |
| Price | |
| Investment Objective: BlackRock Global Funds - World Energy Fund D4 GBP |
| The Fund seeks to maximise total return. The Fund invests globally at least 70% of its total assets in the equity securities of companies whose predominant economic activity is in the exploration, development, production and distribution of energy. |
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| Management | ||
Manager Name Start Date | ||
Alastair Bishop 02/11/2015 | ||
Mark Hume 01/03/2018 | ||
Inception Date 27/05/2011 | ||
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| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| MSCI World Energy 30%buffer 10/40 NR USD | MSCI World/Energy NR USD |
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| Portfolio Profile for BlackRock Global Funds - World Energy Fund D4 GBP | 30/06/2022 |
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| Top 5 Holdings | Sector | % |
 Shell PLC |  Energy | 9.60 |
| Exxon Mobil Corp | Energy | 8.44 |
| ConocoPhillips | Energy | 8.38 |
| Chevron Corp | Energy | 7.22 |
| TC Energy Corp | Energy | 5.35 |
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Increase  Decrease  New since last portfolio | ||
| BlackRock Global Funds - World Energy Fund D4 GBP | ||
