BlackRock Strategic Funds - Managed Index Portfolios Moderate D2 CHF HedgedRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 6.4 | 9.7 | -5.2 | 10.5 | -2.0 | |
+/-Cat | -2.5 | 4.0 | -0.4 | 1.5 | -0.9 | |
+/-B’mrk | -3.5 | 1.8 | 1.4 | -5.8 | -3.9 | |
Category: CHF Moderate Allocation | ||||||
Category Benchmark: Cat 50%Citi SwissGBI&50%MSC... |
Key Stats | ||
NAV 24/04/2024 | CHF 121.50 | |
Day Change | -0.19% | |
Morningstar Category™ | CHF Moderate Allocation | |
ISIN | LU1191063384 | |
Fund Size (Mil) 24/04/2024 | EUR 703.63 | |
Share Class Size (Mil) 24/04/2024 | CHF 3.48 | |
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 D2 CHF 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. |
Returns | |||||||||||||
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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 | Cat 50%Citi SwissGBI&50%MSCI Wld Free NR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for BlackRock Strategic Funds - Managed Index Portfolios Moderate D2 CHF Hedged | 31/03/2024 |
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