BlackRock Strategic Funds - UK Equity Absolute Return Fund I2 USD HedgedRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -3.2 | 2.8 | 21.8 | 0.2 | 1.8 | |
+/-Cat | -3.7 | -1.1 | 7.9 | 2.4 | -0.8 | |
+/-B’mrk | -9.1 | -1.8 | 23.9 | -3.7 | 0.5 | |
Category: Equity Market Neutral USD | ||||||
Category Benchmark: Morningstar US Con Tgt Allo... |
Key Stats | ||
NAV 28/03/2024 | USD 129.99 | |
Day Change | 0.11% | |
Morningstar Category™ | Equity Market Neutral USD | |
ISIN | LU1808491226 | |
Fund Size (Mil) 27/03/2024 | GBP 285.28 | |
Share Class Size (Mil) 27/03/2024 | USD 3.12 | |
Max Initial Charge | - | |
Ongoing Charge 30/08/2023 | 0.84% |
Morningstar Research |
Analyst Report | 21/12/2023 Francesco Paganelli, Senior Analyst Morningstar, Inc |
BlackRock UK Equity Absolute Return’s experienced lead manager, together with a well-structured investment approach backed by in-depth research, continue to support a Morningstar Analyst Rating of Bronze for its clean share class, while other... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: BlackRock Strategic Funds - UK Equity Absolute Return Fund I2 USD Hedged |
The sub-fund seeks to achieve a positive absolute return for investors regardless of market movements. The Fund will seek to achieve this investment objective by taking long, synthetic long and synthetic short investment exposures. The Fund will seek to gain at least 70% of its investment exposure through equities and equity-related securities (including derivatives) of, or giving exposure to, companies domiciled in, or exercising the predominant part of their economic activity, or have their primary listing in the United Kingdom. The Fund will seek to achieve this investment objective by investing at least 70% of its total assets in equities and equity-related securities and, when determined appropriate, cash and near-cash instruments. In order to achieve the investment objective and policy, the Fund will invest in a variety of investment strategies and instruments. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Nigel Ridge 18/08/2016 | ||
Richard Wingfield 16/05/2022 | ||
Inception Date 18/04/2018 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
3 Month SONIA | Morningstar US Con Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for BlackRock Strategic Funds - UK Equity Absolute Return Fund I2 USD Hedged | 31/01/2024 |
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
|