BlackRock Balanced Growth Portfolio Fund

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BlackRock Balanced Growth Portfolio D 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

551.672p/550.088p

arrow-up0.987p (+0.18%)

Fund Code

MCBGA

B7XQBS8

GB00B7XQBS82

Prices updated as at 18 Feb 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
31 Dec 14 - 31 Dec 153.812.31
31 Dec 15 - 31 Dec 1611.1713.23
31 Dec 16 - 31 Dec 1711.5810.00
31 Dec 17 - 31 Dec 18-5.28-6.37
31 Dec 18 - 31 Dec 1917.9915.67
31 Dec 19 - 31 Dec 2011.995.25
31 Dec 20 - 31 Dec 2114.7411.14
31 Dec 21 - 31 Dec 22-9.91-10.08
31 Dec 22 - 31 Dec 238.568.37
31 Dec 23 - 31 Dec 2410.509.00

Trailing returns (%)

YearThis fundGBP Allocation 60-80% Equity
1 Day0.180.04
1 Month1.271.38
3 Months4.984.06
6 Months6.545.71
1 Year12.9911.60
3 Years annualised6.595.05
5 Years annualised7.114.92
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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