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BlackRock Dynamic Diversified Growth A Acc

Ranked 27 out of 57 in - Absolute Return GBP over 12 months
All calculations are in GBP unless stated

Managed by

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

The Fund aims to deliver over the medium term a total return, in the form of capital growth and income, which exceeds the Bank of England's Base Interest Rate as set by the Monetary Policy Committee or successor bodies. It will invest principally in fixed interest stocks (corporate & Government), UK & overseas equities, units in collective investment schemes & cash & near cash assets. It will be allocated to any or all of these investments according to market conditions and other factors. The Manager also retains the flexibility to invest in approved money market instruments and deposits.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -3.7% -1.5% 1.4% 1.4% -4.9%
2017 7.7% 2.7% 1.6% 1.5% 1.7%
2016 -2.3% -2.2% -0.9% 1.7% -0.9%
2015 -0.8% 1.7% -1.9% -2.9% 2.4%
2014 3.7% 1.6% 1.3% 0.5% 0.4%
2013 7.8% 3.4% -1.4% 2.0% 3.6%
2012 7.0% 3.7% -1.7% 3.2% 1.7%
2011 -2.2% 1.7% -0.1% -3.9% 0.3%
2010 7.9% 2.5% -2.6% 5.8% 2.2%
2009 17.1% -1.6% 6.7% 8.6% 2.8%
2008 -14.0% -2.9% 1.1% -7.1% -5.7%
2007 6.0% 0.8% 1.3% 1.9% 2.0%
2006 0.8% 1.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/11/2018

Top 10 Holdings

Stock Size
BlackRock ICS Sterling Ultra Sh Bd Agency Acc 16.27%
BlackRock ICS Sterling Liq Agency Dist 11.80%
GBP Cash 6.05%
iShares Ultrashort Bond UCITS ETF GBP (Dist) 4.94%
iShares J.P. Morgan $ Emer Mkts Bd UCITS ETF 4.53%
Scottish Mortgage Investment Trust PLC 3.12%
US Treasury 0.375% 15-Jul-2025 3.04%
BGF Emerging Markets Equity Income D2RF USD 2.81%
Foresight Solar Fund Ltd ORD 2.78%
US Treasury 2.875% 15-Aug-2028 2.77%
30/11/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/06/2006
  • Share Class size2,120Mn
  • Base currencyGBX
  • ISIN GB00B1577C37

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.25%
  • Initial investment3.25%

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