BlackRock Balanced Growth Portfolio Fund

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BlackRock Balanced Growth Portfolio S GBP Acc

Category GBP Allocation 60-80% Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

246.581p/234.216p

arrow-up1.566p (+0.67%)

Fund Code

MCGSA

BK1PJY0

GB00BK1PJY07

Prices updated as at 12 Dec 2025
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Prices in GBX

Investment objective
The aim of the Fund is to provide a return on investor's investment (generated through an increase in the value of the assets held by the Fund) (gross of fees) with the opportunity for additional income generation (i.e. income received on the Fund’s assets) depending on market conditions. In seeking to achieve its investment objective, the Fund may invest in a global portfolio of equities (i.e. shares), equity-related investments (i.e. other investments whose value is related to equities), fixed income securities (e.g. bonds) and fixed income related investments (i.e. other investments whose value is related to fixed income securities), as well as collective investment schemes (i.e. other investment funds which may be Associated Funds), cash (and assets that can be turned to cash quickly) in sterling or other currencies and money market instruments (i.e. debt securities with short-term maturities). Investment may be made in any and all economic sectors.

Annual performance (%)

YearThis fundGBP Allocation 60-80% Equity
30 Sep 14 - 30 Sep 150.790.07
30 Sep 15 - 30 Sep 1612.4115.70
30 Sep 16 - 30 Sep 1712.019.07
30 Sep 17 - 30 Sep 188.535.10
30 Sep 18 - 30 Sep 194.903.86
30 Sep 19 - 30 Sep 206.32-0.10
30 Sep 20 - 30 Sep 2119.3316.49
30 Sep 21 - 30 Sep 22-8.11-10.24
30 Sep 22 - 30 Sep 233.735.13
30 Sep 23 - 30 Sep 2414.5414.19
30 Sep 24 - 30 Sep 2512.708.96

Trailing returns (%)

YearThis fundGBP Allocation 60-80% Equity
1 Day0.670.38
1 Month-0.88-0.70
3 Months4.403.90
6 Months11.618.82
1 Year11.419.43
3 Years annualised10.619.31
5 Years annualised7.225.91
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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