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

211.228p/200.506p

arrow-down-0.289p (-0.14%)

Fund Code

MCGSA

BK1PJY0

GB00BK1PJY07

Prices updated as at 17 May 2024
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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.

Growth of 1,000 as of 18 May 2024, 09:05

Trailing returns (%) as of 18 May 2024, 09:05

Annual performance (%)

YearThis fundGBP Allocation 60-80% Equity
31 Mar 13 - 31 Mar 14--
31 Mar 14 - 31 Mar 1510.3510.85
31 Mar 15 - 31 Mar 16-5.56-2.93
31 Mar 16 - 31 Mar 1720.1517.37
31 Mar 17 - 31 Mar 181.931.40
31 Mar 18 - 31 Mar 195.753.97
31 Mar 19 - 31 Mar 20-1.94-8.04
31 Mar 20 - 31 Mar 2130.1426.61
31 Mar 21 - 31 Mar 226.815.02
31 Mar 22 - 31 Mar 23-4.00-4.73
31 Mar 23 - 31 Mar 2411.6710.39

Trailing returns (%)

YearThis fundGBP Allocation 60-80% Equity
1 Day-0.14-0.02
1 Month3.953.84
3 Months5.425.03
6 Months12.0310.40
1 Year12.6711.67
3 Years annualised4.403.60
5 Years annualised7.545.13
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.