BlackRock Balanced Growth Portfolio A Inc

Ranked 99 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Jason Byrom

Conan McKenzie

Adam Ryan

Adam Ryan, managing director and portfolio manager, is a member of BlackRock's Multi-Asset Strategies (MAS) group which is responsible for developing, assembling and managing investment strategies involving multiple asset classes. He is head of the Diversified Strategies team and is lead portfolio manager of Dynamic Diversified Growth (DDG). Adam's service with the firm dates back to 1999, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. His background is in fixed income portfolio management where he was head of fixed income for MLIM's private client business before developing and managing diversified multi-asset portfolios for both private and institutional clients. He earned a BA with honours in Engineering from Cambridge University in 1991.

Objective

Fund aims to achieve capital growth, with opportunity for additional income generation depending on market conditions. Investment may be made in a global portfolio of equities and fixed income securities, as well as collective investment schemes, cash in sterling or other currencies (in the form of deposits and / or forward contracts) and money market instruments. Investment may be made in any and all economic sectors, although under normal market conditions there will be an emphasis on the UK.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.5%
2018 -6.0% -4.4% 6.6% 2.1% -9.5%
2017 10.9% 4.7% 1.1% 1.0% 3.7%
2016 10.5% -3.1% 1.9% 7.6% 4.0%
2015 3.6% 6.8% -3.4% -4.6% 5.2%
2014 2.9% 0.0% -0.7% 1.7% 1.8%
2013 13.8% 8.3% -2.3% 1.9% 5.5%
2012 11.6% 7.9% -3.2% 4.7% 2.1%
2011 -8.9% 0.8% -1.1% -11.1% 2.9%
2010 14.2% 7.0% -9.2% 9.9% 7.0%
2009 26.4% -5.0% 9.2% 17.0% 4.1%
2008 -27.7% -7.8% 1.3% -12.5% -11.5%
2007 9.3% 1.6% 2.3% 1.7% 3.4%
2006 9.3% 6.0% -4.4% 2.7% 5.0%
2005 17.7% 2.0% 3.8% 6.5% 4.4%
2004 8.8% -0.2% 1.5% 2.6% 4.7%
2003 17.3% -3.3% 11.6% 3.0% 5.5%
2002 -17.7% 1.4% -8.9% -12.3% 1.6%
2001 -15.1% -7.9% -0.5% -15.2% 9.4%
2000 -1.3% -0.9% 1.4% 0.1% -1.8%
1999 17.0% 8.1% 2.7% -5.2% 11.1%
1998 12.1% 11.9% 0.3% -9.7% 10.8%
1997 17.7% 4.0% 5.1% 10.1% -2.2%
1996 8.4% 2.6% 0.7% 4.0% 0.9%
1995 20.4% 1.4% 5.7% 5.6% 6.4%
1994 -7.7% -5.7% -3.9% 1.8% 0.1%
1993 27.0% 5.9% 1.9% 7.3% 9.7%
1992 22.4% 2.9% 3.3% 2.7% 12.2%
1991 16.4% 14.0% 1.6% 5.5% -4.7%
1990 -7.4% -5.3% 6.1% -13.7% 6.8%
1989 7.1% 6.8% 6.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
iShares Global Government Bond UCITS ETF 11.22%
BlackRock UK Smaller Companies A Acc 8.73%
iShares Global Corporate Bond UCITS ETF 8.08%
GBP Cash 5.65%
iShares Core S&P 500 UCITS ETF 4.88%
iShares Ultrashort Bond UCITS ETF GBP (Dist) 4.81%
BlackRock Continental European A Acc 4.78%
iShares S&P500 FinancialsSector UCITS ETF USD(Acc) 3.23%
BlackRock ICS Sterling Ultra Sh Bd Agency Acc 2.99%
iShares J.P. Morgan $ Emer Mkts Bd UCITS ETF 2.98%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/02/1989
  • Share Class size176Mn
  • Base currencyGBP
  • ISIN GB0005810667

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

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).