BlackRock Global Funds - ESG Multi-Asset Fund A2 USD HedgedRegister to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 8.0 | 16.8 | -1.4 | 1.5 | 3.3 | |
+/-Cat | 3.8 | 8.5 | 2.0 | -2.6 | -1.1 | |
+/-B’mrk | - | 8.3 | 1.2 | -5.9 | -2.4 | |
Category: USD Moderate Allocation | ||||||
Category Benchmark: Morningstar EAA USD Mod Tgt... |
Key Stats | ||
NAV 27/09/2024 | USD 54.32 | |
Day Change | -0.20% | |
Morningstar Category™ | USD Moderate Allocation | |
ISIN | LU0494093205 | |
Fund Size (Mil) 30/08/2024 | EUR 4740.39 | |
Share Class Size (Mil) 27/09/2024 | USD 162.80 | |
Max Initial Charge | 5.26% | |
Ongoing Charge 20/10/2023 | 1.52% |
Morningstar Research |
Analyst Report | 30/10/2023 Matias Möttölä, Director Morningstar, Inc |
The team at the helm of BlackRock ESG Multi-Asset has thoughtfully evolved the strategy and navigated multiple market environments successfully since the fund’s repurposing into an ESG format in March 2019. With an upgrade to its People Pillar... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 23 |
Performance | |
Price |
Investment Objective: BlackRock Global Funds - ESG Multi-Asset Fund A2 USD Hedged |
The Fund follows an asset allocation policy that seeks to maximise total return in a manner consistent with the principles of environmental, social and governance “ESG”-focussed investing. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Conan McKenzie 01/05/2018 | ||
Jason Byrom 01/05/2018 | ||
Inception Date 16/04/2010 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
50% MSCI World NR EUR , 50% FTSE WGBI Hdg EUR | Morningstar EAA USD Mod Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for BlackRock Global Funds - ESG Multi-Asset Fund A2 USD Hedged | 31/08/2024 |
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