Alex Dale, managing director, is co-Head of the Completion Mandate Management team within the Client Solutions division of BlackRock Solutions. Dale joined the firm in 2006, including his years with Barclays Global Investors (BGI). At BGI, Dale was a senior portfolio manager in the LDI Portfolio Management team. He was responsible for managing segregated and pooled LDI portfolios and for derivative execution. Prior to joining the firm, Dale was an active fixed income fund manager at F&C Asset Management where he specialised in inflation-linked bond markets in the UK and Europe. Prior to this, he had analyst roles at both CIGNA Investment Management and JP Morgan Investment Management. Dale earned a BA degree, with honours, in business economics from Nottingham Trent University in 1996 and an MSc degree in finance from the University of London in 2001.
Maria Daniels, vice president, is a member of the Completion Mandate Management function of the Client Solutions group within BlackRock Solutions. The Client Solutions team provide complex solutions support for the firm's largest institutional clients. The team has a broad set of investment experience across fixed income, equity, alternatives and a wide range of specialised investment strategies. It also focuses on outcome-oriented investing solutions, taking into account liabilities, capital and other drivers of investment strategy. Prior to joining BlackRock in 2011, Maria worked at Patermoster in the ALM team and was responsible for inflation and interest rate hedging activity. She also worked at F&C investments as a portfolio manager in the LDI team working on both Sterling and Euro pooled products. Maria gained a BSc in Electrical Engineering from the University of Cape Town in 1998.
Martyn Farmer, vice president and portfolio manager, is a member of the Completion Mandate Management function of the Client Solutions group within BlackRock Solutions. The Client Solutions team provide complex solutions support for the firm's largest institutional clients. The team has a broad set of investment experience across fixed income, equity, alternatives and a wide range of specialised investment strategies. It also focuses on outcome-oriented investing solutions, taking into account liabilities, capital and other drivers of investment strategy. Martyn's service with the firm dates back to 2001, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. Martyn earned a BA (hons) in Business Administration from the Anglia Ruskin University in 1999.
The Fund aims to manage the volatility of its portfolio at or around 8% and to seek a total return. The volatility management strategy will have a direct impact on the Fund’s returns which may be limited by this strategy. The measure of volatility is the annualized, equal weighted volatility of the daily portfolio returns over the previous 60 Business Days. The Fund aims to gain investment exposure primarily to equity securities and fixed income securities globally, money market instruments, deposits, cash and near cash.
Rank 112/399 Total Return
Rank 209/399 Standard Deviation
Rank 163/399 Max Drawdown
|110||Fidelity Multi Asset Allocator Growth A Acc||GBP||
|111||Santander Multi Index Fund 2 Retail Accumulation||GBP||
|112||BlackRock Managed Volatility II C Acc||GBP||
|113||Close Discretionary Tactical Select Pas Cnsv X Acc||GBP||
|114||IFSL Sinfonia Income Portfolio A Acc||GBP||
|114||FP Mattioli Woods Balanced C Acc||GBP||
|114||S&W Gryphon Pebble||GBP||
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|207||Janus Henderson Cautious Managed A Acc||GBP||
|207||7IM Dynamic Planner Portfolio 5 C GBP Acc||GBP||
|209||BlackRock Managed Volatility II C Acc||GBP||
|209||Coutts Multi Asset Personal Portfolio 3 GBP A Acc||GBP||
|211||The HavenRock Fund||GBP||
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Month by Month Performance
Returns Vs Risk
- United Kingdom
- Launch date10/02/2012
- Share Class size285Mn
- Base currencyGBX
- Min. initial investment50Mn
- Min. regular additional investment0
- Annual management0.20%
- Initial investment7.00%