BlackRock Developed Markets Sustainable Equity Fund UK X IncomeRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | - | 12.2 | 10.6 |
![]() | +/-Cat | - | - | - | -3.8 | -0.5 |
![]() | +/-B’mrk | - | - | - | -10.1 | -5.4 |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 18/06/2024 | GBP 1.18 | |
Day Change | 0.18% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00BN091040 | |
Fund Size (Mil) 31/07/2024 | GBP 98.60 | |
Share Class Size (Mil) - | - | |
Max Initial Charge | - | |
Ongoing Charge 28/02/2023 | 0.04% |
Investment Objective: BlackRock Developed Markets Sustainable Equity Fund UK X Income |
The Fund aims to provide a return on investor's investment (generated through an increase in the value of the assets held by the Fund and/or income received from those assets) (gross of fees) over the medium to long term (3 to 5 or more consecutive years beginning at the point of investment) by investing in a global portfolio of equity securities (e.g. shares) in a manner consistent with the principles of sustainable investing. In seeking to achieve its investment objective, the Fund will invest at least 70% of its total assets in equity securities (i.e. shares) and equity-related investments (i.e. other investments whose value is related to equities) of companies domiciled in, or exercising a significant part of their economic activity in, developed markets (i.e. markets with advanced financial and economic structures). |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Andrew Wheatley-Hubbard 04/04/2017 | ||
Olivia Treharne 01/02/2020 | ||
Inception Date 07/09/2022 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR GBP | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for BlackRock Developed Markets Sustainable Equity Fund UK X Income | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.39 |
![]() | ![]() | 4.78 |
![]() | ![]() | 4.59 |
![]() | ![]() | 4.33 |
![]() | ![]() | 4.28 |
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BlackRock Developed Markets Sustainable Equity Fund UK X Income |