BlackRock Strategic Funds - Managed Index Portfolios Moderate D5 GBP HedgedRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -0.2 | 13.0 | -13.1 | 10.2 | 3.3 | |
+/-Cat | -4.2 | 4.9 | -2.6 | 2.7 | 1.5 | |
+/-B’mrk | -5.4 | 5.0 | -3.8 | 1.0 | 1.1 | |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 07/05/2024 | GBP 134.47 | |
Day Change | 0.34% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU1191063111 | |
Fund Size (Mil) 07/05/2024 | EUR 714.23 | |
Share Class Size (Mil) 07/05/2024 | GBP 1.38 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 13/02/2023 | 0.49% |
Morningstar Research |
Analyst Report | 26/12/2023 Thomas De Fauw, Analyst Morningstar, Inc |
Investors in BSF Managed Index Portfolio Moderate benefit from a systematic investment approach and reasonable fees, resulting in a Morningstar Analyst Rating of Bronze for the cheaper share classes, while more expensive share classes are rated... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: BlackRock Strategic Funds - Managed Index Portfolios Moderate D5 GBP Hedged |
The fund aims to deliver a total return, which is a combination of capital growth and income, commensurate with a moderate level of risk and in a manner consistent with the principles of environmental, social and governance (ESG) investing. |
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Management | ||
Manager Name Start Date | ||
Stephen Walker 10/04/2015 | ||
Christopher Downing 10/04/2015 | ||
Click here to see others | ||
Inception Date 10/04/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
No benchmark | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for BlackRock Strategic Funds - Managed Index Portfolios Moderate D5 GBP Hedged | 31/03/2024 |
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