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BlackRock Mix Fonds 4 R EUR

Ranked 18 out of 90 in - Balanced EUR over 12 months
All calculations are in EUR unless stated

Managed by

Steve 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 Netherlands View performance globally

Performance

Balanced EUR over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 6.5% 3.4% -1.5% 1.2% 3.3%
2016 8.8% -2.3% 2.5% 3.6% 4.9%
2015 6.5% 11.4% -3.8% -6.4% 6.1%
2014 16.3% 1.7% 4.9% 4.8% 4.1%
2013 3.0% 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Netherlands
  2. United Kingdom

Fund Info

  • Launch date21/06/2013
  • Share Class size378Mn
  • Base currencyEUR
  • ISIN IE00B906XS95

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.20%
  • Initial investment0.2

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