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BGF Dynamic High Income A2 USD

Ranked 9 out of 62 in - Balanced USD over 12 months
All calculations are in GBP unless stated

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

This fund follows a flexible asset allocation policy that seeks to provide a high level of income by seeking diversified income sources across a variety of asset classes, investing significantly in income producing assets such as fixed income transferable securities, including corporate and government issues. The Fund will use a variety of investment strategies and may invest globally in the full spectrum of permitted investments including equities, equity-related securities, fixed income transferable securities, units of undertakings for collective investment, cash, deposits and money market instruments. Currency exposure is flexibly managed.

Showing fund performance in Investment Trust Insider View performance globally

Performance

Balanced USD over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.6%
2018 7.0% 4.2% -7.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Hong Kong
  5. Korea
  6. Luxembourg
  7. Macau
  8. Singapore
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date06/02/2018
  • Share Class size246Mn
  • Base currencyUSD
  • ISIN LU1564329032

Purchase Info

  • Min. initial investment5,000

Charges

  • Annual management1.50%
  • Initial investment5.00%

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