BlackRock Balanced Growth Portfolio Fund

Select share classes

BlackRock Balanced Growth Portfolio D Inc

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

210.725p/210.106p

arrow-up0.043p (+0.02%)

Fund Code

MCBGI

B7FKHX5

GB00B7FKHX53

Prices updated as at 28 Mar 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.

Morningstar RatingTM (relative to category)

YearMorningstar returnMorningstar riskMorningstar rating
3 - yearAbove AverageAverage
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5 - yearHighAverage
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10 - yearAbove AverageAverage
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OverallAbove AverageAverage
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 28 Feb 2025

Ratios1 year3 years5 years
-2.17-0.830.86
0.990.890.95
-0.85-0.340.15
78.0580.8282.82
0.730.260.62
6.278.239.84
2.923.694.12


Important Information

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