BlackRock Strategic Funds - Global Event Driven Fund D2 USD

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Performance History30/04/2021
Growth of 1,000 (GBP) Advanced Graph
BlackRock Strategic Funds - Global Event Driven Fund D2 USD
Fund-3.911.23.23.81.8
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+/-B’mrk-----
 
Key Stats
NAV
18/05/2021
 USD 135.22
Day Change -0.60%
Morningstar Category™ Event Driven
ISIN LU1251621188
Fund Size (Mil)
17/05/2021
 USD 5799.59
Share Class Size (Mil)
17/05/2021
 USD 319.37
Max Initial Charge 5.26%
Ongoing Charge
15/02/2021
  1.36%
Morningstar Research
Analyst Report

BlackRock’s scale and resources offer the experienced team that manages BSF Global Event Driven a unique edge, which supports a Morningstar Analyst Rating of Bronze for its cheapest share classes. The more expensive shares are rated Neutral.Lead...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleAbove Average
ParentAbove Average
ProcessAbove Average
Performance
Price
Investment Objective: BlackRock Strategic Funds - Global Event Driven Fund D2 USD
The BlackRock Global Event Driven 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.
Returns
Trailing Returns (GBP)18/05/2021
YTD-0.84
3 Years Annualised5.66
5 Years Annualised6.51
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 D2 USD31/03/2021
Morningstar Style Box®
Equity Style
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Stock76.5443.0833.46
Bond5.210.334.88
Property0.000.000.00
Cash81.8024.2557.55
Other4.110.004.11
Fixed Income
Effective Maturity-
Effective Duration-
Top 5 Regions%
United States83.43
United Kingdom12.05
Canada1.70
Asia - Emerging1.47
Eurozone0.76
Top 5 Sectors%
Technology36.66
Healthcare26.11
Industrials12.30
Financial Services9.68
Communication Services5.28
Top 5 HoldingsSector%
Maxim Integrated Products IncTechnologyTechnology6.16
Varian Medical Systems IncHealthcareHealthcare6.03
Slack Technologies Inc Class ATechnologyTechnology4.85
Inphi CorpTechnologyTechnology4.56
IHS Markit LtdIndustrialsIndustrials4.18
BlackRock Strategic Funds - Global Event Driven Fund D2 USD

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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