BlackRock Global Funds - World Technology Fund A2

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Performance History31/10/2021
Growth of 1,000 (GBP) Advanced Graph
BlackRock Global Funds - World Technology Fund A2
Fund38.85.937.979.810.9
+/-Cat13.59.27.836.1-2.7
+/-B’mrk12.62.4-3.940.4-12.0
 
Key Stats
NAV
30/11/2021
 USD 87.44
Day Change 1.67%
Morningstar Category™ Sector Equity Technology
ISIN LU0056508442
Fund Size (Mil)
29/10/2021
 USD 13649.04
Share Class Size (Mil)
30/11/2021
 USD 6940.00
Max Initial Charge 5.00%
Ongoing Charge
08/10/2021
  1.81%
Morningstar Research
Analyst Report

BGF World Technology’s tech-savvy leader and unique process earn its cheapest share classes a Morningstar Analyst Rating of Silver, while pricier share classes range from Bronze to Neutral. Lead manager Tony Kim marries technological acumen and...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleAbove Average
ParentAbove Average
ProcessAbove Average
Performance
Price
Investment Objective: BlackRock Global Funds - World Technology Fund A2
The Fund seeks to maximise total return. The Fund invests globally at least 70% of its total assets in the equity securities of companies whose predominant economic activity is in the technology sector.
Returns
Trailing Returns (GBP)30/11/2021
YTD15.93
3 Years Annualised39.12
5 Years Annualised33.63
10 Years Annualised24.42
12 Month Yield 0.00
Management
Manager Name
Start Date
Tony Kim
03/07/2017
Inception Date
03/03/1995
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI/Information Technology NR USDMSCI World/Information Tech NR USD
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 Global Funds - World Technology Fund A231/10/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock95.760.0095.76
Bond0.020.000.02
Property0.000.000.00
Cash2.340.761.58
Other2.640.002.64
Top 5 Regions%
United States76.34
Asia - Developed7.91
Eurozone6.07
Japan2.17
Latin America1.50
Top 5 Sectors%
Technology65.16
Communication Services14.60
Consumer Cyclical11.76
Financial Services4.94
Industrials1.87
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology4.63
Apple IncTechnologyTechnology4.28
Tesla IncConsumer CyclicalConsumer Cyclical3.25
Alphabet Inc Class ACommunication ServicesCommunication Services2.92
Marvell Technology IncTechnologyTechnology2.59
BlackRock Global Funds - World Technology Fund A2

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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)