UK markets close in 20 minutes

BlackRock Balanced Growth Portfolio D Acc (0P0000X7C2.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
0.00000.0000 (0.00%)
As of 02:00PM BST. Market open.

BlackRock Balanced Growth Portfolio D Acc

12 Throgmorton Avenue

Management information
,Lead manager since 1 May 2018
Jason Byrom,董事,是贝莱德多元资产策略与解决方案(“MASS”)团队的基金经理和多元化策略团队成员,负责开发、构建和管理涉及多个资产类别的投资策略。Byrom先生是 BGF ESG 多资产基金的联席基金经理。 Byrom 先生于1998年加入贝莱德(合并前身为美林投资管理公司 )管理衍生品相关的基金 ,结合期货和期权头寸、合成投资组合和被动基金。 2002 年,他加入了过渡管理团队 (TRIM),担任交易策略主管,专门研究多元资产交易策略和解决方案。 2013 年,他离开贝莱德,在专业保险公司 Canopius 从事投资组合构建工作。 Byrom 先生于 2015 年作为多元资产策略团队的一员重新加入贝莱德。Byrom 先生于 1990 年以一等荣誉获得英国伦敦大学控制工程学士学位,并于 1998 年获得卡斯商学院数学贸易和金融硕士学位。
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq3.gif
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryN/A
Fund familyBlackRock Fund Managers Limited
Net assetsN/A
YTD return5.80%
Yield2.31%
Morningstar rating★★★★
Inception date10 Oct 2012

Fund operations

Last dividend0.06
Last cap gainN/A
Holdings turnover137.52%
Average for categoryN/A

Fees and expenses

Expense0P0000X7C2.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A