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BlackRock Balanced Growth Portfolio A Inc

Ranked 170 out of 216 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

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.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 30/06/2015 - 30/06/2016
  • Rank 170/216 Total Return
  • Rank 135/216 Standard Deviation
  • Rank 138/216 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -3.1% 1.9%
2015 3.6% 6.8% -3.4% -4.6% 5.2%
2014 2.9% 0.0% -0.7% 1.7% 1.8%
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 6.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/02/1989
  • Share Class size166Mn
  • Base currencyGBP
  • ISIN GB0005810667

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • 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.

Merrill manager Mullins bows out

Merrill Lynch Investment Managers has parted company with UK fund manager Keith Mullins, as part of a voluntary redundancy programme offered by the group.

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