BlackRock Global Funds - World Energy Fund D4Register to Unlock Ratings |
Performance History | 31/07/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -15.6 | 7.9 | -30.2 | 43.6 | 44.0 |
![]() | +/-Cat | -5.1 | 1.7 | -7.9 | 8.5 | 11.9 |
![]() | +/-B’mrk | -5.0 | 0.8 | 3.3 | 2.2 | -3.4 |
Category: Sector Equity Energy | ||||||
Category Benchmark: MSCI World/Energy NR USD |
Key Stats | ||
NAV 10/08/2022 | USD 19.23 | |
Day Change | -2.74% | |
Morningstar Category™ | Sector Equity Energy | |
ISIN | LU0827888750 | |
Fund Size (Mil) 29/07/2022 | USD 2946.83 | |
Share Class Size (Mil) 10/08/2022 | USD 2.85 | |
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 | |
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People | Average |
Parent | Above Average |
Process | Average |
Performance | |
Price |
Investment Objective: BlackRock Global Funds - World Energy Fund D4 |
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. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Alastair Bishop 02/11/2015 | ||
Mark Hume 01/03/2018 | ||
Inception Date 25/10/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World Energy 30%buffer 10/40 NR USD | MSCI World/Energy NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for BlackRock Global Funds - World Energy Fund D4 | 30/06/2022 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 9.60 |
![]() | ![]() | 8.44 |
![]() | ![]() | 8.38 |
![]() | ![]() | 7.22 |
![]() | ![]() | 5.35 |
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BlackRock Global Funds - World Energy Fund D4 |