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BlackRock Balanced Growth Portfolio A Inc

Ranked 146 out of 250 in - Aggressive over 12 months
All calculations are in GBP

Managed by

Andrew Warwick

Andrew Warwick is a director and portfolio manager at BlackRock. He graduated from the University of Leicester with an MSc in finance, and started his investment career at MLIM as a unit trust manager in 1993. He joined the quantitative and derivatives team as a portfolio manager and was head equity derivatives trader in 1997. He joined BlackRock in 2006 as a part of the merger with Merrill Lynch Investment Managers. He is a CFA Charterholder.

Objective

BlackRock Balanced Growth Portfolio Fund aims to achieve capital growth, with opportunity for additional income generation depending on market conditions. Investment may be made in a global portfolio of equities and fixed income securities, as well as collective investment schemes, cash in sterling or other currencies (in the form of deposits and / or forward contracts) and money market instruments. Investment may be made in any and all economic sectors, although under normal market conditions there will be an emphasis on the UK.

Performance

Aggressive over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 1.9% 0.0% -0.7% 2.5%
2013 13.8% 8.3% -2.3% 1.9% 5.5%
2012 11.6% 7.9% -3.2% 4.7% 2.1%
2011 -8.9% 0.8% -1.1% -11.1% 2.9%
2010 14.2% 7.0% -9.2% 9.9% 7.0%
2009 26.4% -5.0% 9.2% 17.0% 4.1%
2008 -27.7% -7.8% 1.3% -12.5% -11.5%
2007 9.3% 1.6% 2.3% 1.7% 3.4%
2006 9.3% 6.0% -4.4% 2.7% 5.0%
2005 17.7% 2.0% 3.8% 6.5% 4.4%
2004 8.8% -0.2% 1.5% 2.6% 4.7%
2003 17.3% -3.3% 11.6% 3.0% 5.5%
2002 -17.7% 1.4% -8.9% -12.3% 1.6%
2001 -15.1% -7.9% -0.5% -15.2% 9.4%
2000 -1.3% -0.9% 1.4% 0.1% -1.8%
1999 17.0% 8.1% 2.7% -5.2% 11.1%
1998 12.1% 11.9% 0.3% -9.7% 10.8%
1997 17.7% 4.0% 5.1% 10.1% -2.2%
1996 8.4% 2.6% 0.7% 4.0% 0.9%
1995 7.2% 0.8% 6.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2013

Top 10 Holdings

Stock Size
BlackRock UK Special Situations A Acc 10.95
BlackRock UK Index GBP Flex Acc 8.04
United Kingdom 1.250% 22-Jul-2018 5.41
BlackRock UK Focus X Acc 5.33
BlackRock UK Smaller Companies A Acc 5.12
BlackRock Continental European A Acc 4.55
Portugal 4.750% 14-Jun-2019 2.28
BGF Asean Leaders X2RF USD 2.14
Stone Harbor Emerging Markets Debt I USD Acc 2.05
BlueCrest AllBlue Fund Ltd GBX 1.99
31/03/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/02/1989
  • Share Class size188Mn
  • Base currencyGBP
  • ISIN GB0005810667

Purchase Info

  • Min. initial investment500
  • Min. additional investment50

Charges

  • Annual management1.5%
  • Initial investment5

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Merrill shuts two retail funds of funds

Merrill Lynch Investment Managers has shut two of its funds of funds because of 'overlap with other products', according to MLIM.

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).