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BlackRock Mix Fonds 4 R EUR

Ranked 5 out of 58 in - Balanced EUR over 12 months
All calculations are in GBP unless stated

Managed by

Stephen Walker

Steve Walker, director and portfolio manager, is a member of the Beta Strategies Group and head of the EMEA Index Asset Allocation team. Walker began his career at Coutts & Co bank as a portfolio manager in the discretionary investment team, later joining Barclays Global Investors in 2007, which merged with BlackRock in 2009.

Objective

The investment objective of the Sub-Fund is to seek to achieve capital growth over the long term commensurate with the target risk profile of the Sub-Fund in respect of its asset allocation.The Sub-Fund intends to invest approximately 30% of its Net Asset Value in underlying index tracking UCITS with principal exposure to fixed income securities and approximately 70% of its Net Asset Value in underlying index tracking funds with exposure to equities. The underlying fixed income exposure will comprise mainly investment grade rated (but may also comprise non-investment grade / unrated) fixed and floating rate global government and corporate fixed income securities / bonds.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced EUR over : 31/03/2018 - 31/03/2019
  • Rank 5/58 Total Return
  • Rank 56/58 Standard Deviation
  • Rank 40/58 Max Drawdown
Fund Name Currency Return
3 MS INVF Global Multi-Asset Income Z EUR GBP

8.3%

4 Capital Group Global Allocation (LUX) B USD GBP

7.9%

5 BlackRock Mix Fonds 4 R EUR GBP

7.7%

6 Kames Global Diversified Income B Inc GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

5.8%

7 BlackRock Mix Fonds 3 R EUR GBP

5.7%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.1%
2018 -2.5% -4.0% 5.7% 3.5% -7.2%
2017 10.7% 3.6% 1.1% 1.5% 4.1%
2016 26.0% 5.1% 7.4% 7.8% 3.5%
2015 1.1% 3.9% -5.8% -2.6% 6.1%
2014 8.5% 1.0% 1.6% 2.0% 3.7%
2013 0.4% 3.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
iShares MSCI North America UCITS ETF 18.90%
iShares North America Equity Index Fd (LU) X2 EUR 18.84%
iShares Euro Aggregate Bond Index Fund (LU)X2 EUR 15.10%
iShares Europe Equity Index Fund (LU) X2 EUR 13.34%
iShares Euro Government Bond Index Fd (LU)X2 EUR 8.70%
iShares Emerging Markets Equity Index (LU) X2 EUR 8.18%
BlackRock Euro Credit Bond Index EUR Flex Acc 6.22%
iShares Japan Equity Index Fund (LU) X2 EUR 5.11%
BlackRock North America Index EUR Flex Acc 2.91%
iShares Pacific ex Japan Equity Index (LU) X2 EUR 2.69%
28/02/2019

Registered For Sale In

  1. Netherlands
  2. United Kingdom

Fund Info

  • Launch date21/06/2013
  • Share Class size340Mn
  • Base currencyEUR
  • ISIN IE00B906XS95

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.20%
  • 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).