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BlackRock Strategic Funds - Global Event Driven Fund A4 EUR Hedged

Performance History31/10/2019
Growth of 1,000 (GBP) Advanced Graph
BlackRock Strategic Funds - Global Event Driven Fund A4 EUR Hedged
Fund---3.1-0.9
+/-Cat-----
+/-B’mrk-----
 
Key Stats
NAV
18/11/2019
 EUR 103.19
Day Change -0.05%
Morningstar Category™ Alt - Event Driven
ISIN LU1697783881
Fund Size (Mil)
18/11/2019
 USD 2949.71
Share Class Size (Mil)
18/11/2019
 EUR 0.34
Max Initial Charge 5.00%
Ongoing Charge
09/05/2019
  1.88%
Morningstar Research
Analyst Report

BlackRock Global Event Driven’s team leverages the vast technological and quantitative resources of its parent firm to support its experience in event-driven strategies, a combination that earns a Morningstar Analyst Rating of Bronze.Mark...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentPositive
ProcessPositive
PerformanceNeutral
PriceNegative
Investment Objective: BlackRock Strategic Funds - Global Event Driven Fund A4 EUR Hedged
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)18/11/2019
YTD-1.74
3 Years Annualised-
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.00
Dividend Paying Frequency Annually
Management
Manager Name
Start Date
Mark McKenna
05/08/2015
Inception Date
11/10/2017
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
ICE BofAML 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 A4 EUR Hedged31/10/2019
Morningstar Style Box®
Equity Style
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Stock85.2629.2056.06
Bond22.130.1921.94
Property0.000.000.00
Cash80.8460.6120.23
Other1.770.001.77
Fixed Income
Effective Maturity-
Effective Duration-
Top 5 Regions%
United States89.51
Canada5.12
United Kingdom3.53
Asia - Emerging1.01
Europe - Emerging0.41
Top 5 Sectors%
No Data Available
Top 5 HoldingsSector%
Buckeye Partners LPCFD11.03
Celgene CorpCFD9.23
Allergan PLCCFD9.01
Zayo Group Holdings IncCFD5.86
Cypress Semiconductor CorpCFD4.92
BlackRock Strategic Funds - Global Event Driven Fund A4 EUR Hedged
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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