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BlackRock Global Multi-Asset Income A Acc

Ranked 138 out of 223 in - Aggressive GBP over 12 months
All calculations are in GBP

Managed by

Justin Christofel

Justin Christofel, CFA, CAIA, director and portfolio manager, is a member of the BlackRock Multi-Asset Portfolio Strategies (MAPS) group, which is responsible for developing, assembling, and managing global tactical asset allocation portfolios as well as outcome oriented investment solutions. Justin is a portfolio manager for the Multi-Asset Income, Global Multi-Asset Income, and Dynamic High Income Funds. He also manages traditional tactical asset allocation, managed volatility, and real return strategies for both institutional and individual investors. Prior to joining BlackRock in 2007, he was with Oliver Wyman, a consulting firm specialising in financial services. His projects spanned from retail banking to structured finance. Justin earned a BA with honours in Economics and Mathematics from Yale University.

Michael Fredericks

Michael Fredericks is head of US Retail Asset Allocation for the BlackRock's Portfolio Strategies group and the lead portfolio manager for the Multi-Asset Income and Global Multi-Asset Income Funds. Fredericks joined BlackRock in 2011 from JPMorgan Asset Management where he was an Executive Director and portfolio manager in the Global Multi-Asset Group (GMAG) responsible for retail asset allocation solutions. Fredericks holds a B.A. in Economics and History from the University of California, Berkeley and an M.P.I.A. from the Graduate School of International Relations and Pacific Studies at the University of California, San Diego.

Alex Shingler

Alex Shingler, CFA, managing director, and portfolio manager, is a member of the BlackRock Multi-Asset Portfolio Strategies (MAPS) group, which is responsible for developing, assembling, and managing global tactical asset allocation portfolios as well as outcome-oriented investment solutions. Prior to his current role, Alex served as a research analyst and portfolio manager within European and US Credit strategies. Before joining BlackRock in 2009 in London, he was head of European Research at R3 Capital Partners and its predecessor. From 1999 to 2007, Alex was with Seneca Capital Advisors, focusing on special situation equity and debt investments. He began his career as an analyst with JP Morgan. Alex earned a BA summa cum laude in Philosophy from Princeton University.

Objective

The Fund aims to provide an income higher than that of the FTSE All-Share Index without sacrificing the benefits of long-term capital growth. 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 GBP over : 30/06/2014 - 30/06/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 2.3% -1.2%
2014 4.0% -0.4% -0.4% 1.6% 3.2%
2013 11.1% 7.0% -2.3% 1.5% 4.7%
2012 11.3% 5.6% -0.8% 4.2% 2.0%
2011 -2.9% 1.9% 0.6% -10.5% 5.8%
2010 13.9% 6.9% -7.7% 9.9% 5.0%
2009 22.9% -7.7% 10.1% 16.6% 3.7%
2008 -23.5% -7.9% -0.2% -13.0% -4.3%
2007 9.0% 1.5% 2.3% 1.1% 3.9%
2006 12.2% 6.5% -2.9% 3.1% 5.2%
2005 14.5% 1.6% 4.5% 5.0% 2.7%
2004 14.8% 1.8% 3.0% 3.0% 6.3%
2003 17.4% -2.2% 11.4% 1.6% 6.1%
2002 -9.2% 3.6% -4.3% -10.1% 1.9%
2001 -1.6% -2.6% 3.0% -7.6% 6.2%
2000 5.8% -0.5% 3.7% 0.0% 2.5%
1999 11.2% 5.9% 3.4% -4.9% 6.9%
1998 15.2% 12.3% 0.0% -6.2% 9.5%
1997 18.5% 4.1% 4.1% 9.5% -0.1%
1996 12.9% 2.3% 2.8% 5.1% 2.2%
1995 5.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2013

Top 10 Holdings

Stock Size
Royal Dutch Shell Plc B ORD 3.86
HSBC Holdings PLC ORD 3.57
British American Tobacco PLC ORD 2.97
Brazil 6.000% 15-Aug-2022 2.53
AstraZeneca PLC ORD 2.43
Rio Tinto PLC ORD 2.01
Wolseley PLC ORD 1.93
Stone Harbor Emerging Markets Debt I USD Acc 1.86
Prudential PLC ORD 1.85
Reed Elsevier PLC ORD 1.80
31/10/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date12/08/1994
  • Share Class size71Mn
  • Base currencyGBP
  • ISIN GB0005809990

Purchase Info

  • Min. initial investment50,000
  • Min. additional investment5,000

Charges

  • Annual management1.5%
  • Initial investment5

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