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BlackRock Volatility Strategy IV E Acc

Ranked 20 out of 243 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Alex Dale

Alex Dale, managing director, is co-Head of the Completion Mandate Management team within the Client Solutions division of BlackRock Solutions. Dale joined the firm in 2006, including his years with Barclays Global Investors (BGI). At BGI, Dale was a senior portfolio manager in the LDI Portfolio Management team. He was responsible for managing segregated and pooled LDI portfolios and for derivative execution. Prior to joining the firm, Dale was an active fixed income fund manager at F&C Asset Management where he specialised in inflation-linked bond markets in the UK and Europe. Prior to this, he had analyst roles at both CIGNA Investment Management and JP Morgan Investment Management. Dale earned a BA degree, with honours, in business economics from Nottingham Trent University in 1996 and an MSc degree in finance from the University of London in 2001.

Maria Daniels

Maria Daniels, vice president, is a member of the Completion Mandate Management function of the Client Solutions group within BlackRock Solutions. The Client Solutions team provide complex solutions support for the firm's largest institutional clients. The team has a broad set of investment experience across fixed income, equity, alternatives and a wide range of specialised investment strategies. It also focuses on outcome-oriented investing solutions, taking into account liabilities, capital and other drivers of investment strategy. Prior to joining BlackRock in 2011, Maria worked at Patermoster in the ALM team and was responsible for inflation and interest rate hedging activity. She also worked at F&C investments as a portfolio manager in the LDI team working on both Sterling and Euro pooled products. Maria gained a BSc in Electrical Engineering from the University of Cape Town in 1998.

Martyn Farmer

Martyn Farmer, vice president and portfolio manager, is a member of the Completion Mandate Management function of the Client Solutions group within BlackRock Solutions. The Client Solutions team provide complex solutions support for the firm's largest institutional clients. The team has a broad set of investment experience across fixed income, equity, alternatives and a wide range of specialised investment strategies. It also focuses on outcome-oriented investing solutions, taking into account liabilities, capital and other drivers of investment strategy. Martyn's service with the firm dates back to 2001, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. Martyn earned a BA (hons) in Business Administration from the Anglia Ruskin University in 1999.

Objective

The aim of the Fund is to manage the volatility of its portfolio at or around 15% and to seek a total return. The volatility management strategy will have a direct impact on the Funds returns which may be limited by this strategy. The measure of volatility is the annualised, equal-weighted volatility of the monthly portfolio returns over a rolling three year period, with the aim of maintaining the volatility of the Fund within a 13% lower tolerance and 16 % upper tolerance band. The Fund aims to gain investment exposure primarily to equity securities and fixed income securities globally, moneymarket instruments, deposits, cash and near cash

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.5% 1.9% 2.5%
2016 16.1% 0.3% 2.9% 8.5% 3.8%
2015 1.2% 6.8% -4.0% -7.1% 6.3%
2014 2.8% 1.8% 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date10/02/2014
  • Share Class size39Mn
  • Base currencyGBP
  • ISIN GB00BJ0JSS39

Purchase Info

  • Min. initial investment20Mn
  • Min. regular additional investment0

Charges

  • Annual management0.35%
  • Initial investment7

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