BlackRock Strategic Funds - Sustainable Fixed Income Strategies Fund A4 EURRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 9.2 | -7.6 | 4.7 | 0.4 | 0.2 |
![]() | +/-Cat | 0.2 | -1.0 | 10.0 | -2.8 | 0.6 |
![]() | +/-B’mrk | -1.1 | 0.9 | 14.4 | -1.4 | 2.0 |
Category: Global Flexible Bond - EUR Hedged | ||||||
Category Benchmark: Morningstar Gbl Core Bd GR ... |
Key Stats | ||
NAV 14/08/2024 | EUR 110.65 | |
Day Change | 0.51% | |
Morningstar Category™ | Global Flexible Bond - EUR Hedged | |
ISIN | LU1040967272 | |
Fund Size (Mil) 14/08/2024 | EUR 1975.14 | |
Share Class Size (Mil) 14/08/2024 | EUR 165.60 | |
Max Initial Charge | 5.26% | |
Ongoing Charge 13/02/2023 | 1.26% |
Morningstar Research |
Analyst Report | 20/06/2024 Evangelia Gkeka, Senior Analyst Morningstar, Inc |
Investors in BlackRock Sustainable Fixed Income Strategies (formerly BSF Fixed Income Strategies) benefit from the depth, quality, and experience of its management team, the disciplined and established process applied over the years, and a... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 25 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: BlackRock Strategic Funds - Sustainable Fixed Income Strategies Fund A4 EUR |
The Fund seeks to achieve positive total returns over a rolling three year cycle in a manner consistent with the principles of environmental, social and governance “ESG” focused investing and seeking to reduce its carbon emissions profile by allocating to green bonds, lower carbon emitting issuers and issuers committed to decarbonisation. The Fund will seek to achieve this investment objective by taking long, synthetic long and synthetic short investment exposures. The Fund will seek to gain at least 70% of its investment exposure through fixed income transferable securities and fixed income related securities (including derivatives) issued by, or giving exposure to, governments, agencies and / or companies worldwide. The Fund will seek to achieve this investment objective by investing at least 70% of its total assets in fixed income transferable securities and fixed income related securities, currency forwards and, when determined appropriate, cash and near-cash instruments. |
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Management | ||
Manager Name Start Date | ||
Johan Sjogren 01/01/2016 | ||
Georgie Merson 14/05/2024 | ||
Inception Date 05/03/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Overnight ESTR | Morningstar Gbl Core Bd GR Hdg EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for BlackRock Strategic Funds - Sustainable Fixed Income Strategies Fund A4 EUR | 30/06/2024 |
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