BlackRock Strategic Funds - Global Event Driven Fund D2 USD

Performance History31/08/2020
Growth of 1,000 (GBP) Advanced Graph
BlackRock Strategic Funds - Global Event Driven Fund D2 USD
Fund22.6-3.911.23.21.8
+/-Cat-----
+/-B’mrk-----
 
Key Stats
NAV
17/09/2020
 USD 126.19
Day Change 0.44%
Morningstar Category™ Alt - Event Driven
ISIN LU1251621188
Fund Size (Mil)
17/09/2020
 USD 3728.00
Share Class Size (Mil)
17/09/2020
 USD 183.42
Max Initial Charge 5.26%
Ongoing Charge
14/02/2020
  1.37%
Morningstar Research
Analyst Report

BSF Global Event Driven benefits from an experienced management team with access to a bevy of firm resources to support a strong investing framework. These advantages drive a Morningstar Analyst Rating of Bronze for its cheapest share classes,...

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)17/09/2020
YTD5.46
3 Years Annualised6.54
5 Years Annualised8.64
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 USD31/08/2020
Morningstar Style Box®
Equity Style
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Stock55.6627.8327.83
Bond10.440.0010.44
Property0.000.000.00
Cash58.880.3958.49
Other3.240.003.24
Fixed Income
Effective Maturity-
Effective Duration-
Top 5 Regions%
United States77.39
United Kingdom10.83
Eurozone5.76
Europe - ex Euro2.33
Asia - Emerging2.16
Top 5 Sectors%
No Data Available
Top 5 HoldingsSector%
TD Ameritrade Holding CorpCFD5.98
Varian Medical Systems IncCFD3.86
E*TRADE Financial CorpCFD3.69
United States Treasury Bills 0%3.12
Fiat Chrysler Automobiles NVCFD3.02
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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