BlackRock Strategic Funds - Global Event Driven Fund A2 USD

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Performance History31/05/2025
Growth of 1,000 (GBP) Advanced Graph
BlackRock Strategic Funds - Global Event Driven Fund A2 USD
Fund2.49.50.82.7-3.0
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+/-B’mrk-----
 
Key Stats
NAV
19/06/2025
 USD 143.08
Day Change 0.13%
Morningstar Category™ Event Driven
ISIN LU1251620883
Fund Size (Mil)
19/06/2025
 USD 1174.01
Share Class Size (Mil)
19/06/2025
 USD 68.81
Max Initial Charge 5.00%
Ongoing Charge
10/02/2025
  1.85%
Morningstar Research
Analyst Report25/04/2025
Chris Tate, Senior Analyst
Morningstar, Inc

The BlackRock Event Driven strategy, which includes a U.S. mutual fund and its UCITs sibling, benefits from an experienced investment team, ample resources, and a robust investment approach. The cheapest share classes earn a Morningstar Analyst...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
People24
Parent24
Process24
Performance
Price
Investment Objective: BlackRock Strategic Funds - Global Event Driven Fund A2 USD
The sub-fund seeks to achieve a positive absolute return for investors regardless of market movements. The Fund seeks to achieve this investment objective by taking long, synthetic long and synthetic short investment exposures on a global basis. Under normal market conditions, the Fund will seek to gain at least 70% of its investment exposure through equities and equity-related securities. The Fund may also invest in fixed income transferable securities (including non-investment grade fixed income transferable securities), fixed incomerelated securities, units of undertakings for collective investment (including Exchange Traded Funds), derivatives and when determined appropriate, cash and near-cash instruments. The Fund intends to take full advantage of the ability to invest in derivatives providing synthetic long and synthetic short positions with the aim of maximising positive absolute returns.
Returns
Trailing Returns (GBP)19/06/2025
YTD-2.32
3 Years Annualised1.94
5 Years Annualised1.60
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Mark McKenna
05/08/2015
Inception Date
05/08/2015
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
ICE BofA US 3M Trsy Bill TR EUR-
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeYes
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  BlackRock Strategic Funds - Global Event Driven Fund A2 USD31/05/2025
Morningstar Style Box®
Equity Style
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Stock100.1565.3734.78
Bond24.390.0024.39
Property0.000.000.00
Cash39.567.9331.63
Other9.200.009.20
Fixed Income
Effective Maturity-
Effective Duration-
Top 5 Regions%
United States82.56
United Kingdom8.41
Eurozone8.16
Canada0.87
Latin America0.00
Top 5 Sectors%
Industrials18.62
Consumer Defensive18.39
Technology16.19
Healthcare15.43
Basic Materials14.21
Top 5 HoldingsSector%
CFD on Hess Corp14.73
CFD on Direct Line Insurance Gro... 7.52
KellanovaConsumer DefensiveConsumer Defensive5.97
CFD on Just Eat Takeaway.com NV4.58
CFD on The AZEK Co Inc Class A4.53
BlackRock Strategic Funds - Global Event Driven Fund A2 USD

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