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BLACKROCK US DYNAMIC - Fund overview

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Overview of BLACKROCK US DYNAMIC

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. BLACKROCK US DYNAMIC does not fall into either of these categories at present.

Standard Initial Charge

5.00% 0.00%

Invest via Bestinvest

to save 5.00%

Fund summary

Sector  North America
Product type  UNIT TRUST
Launched  December, 1982
Size  £112m
Yield 0.0%
Charging basis  Income
Dividends paid  10/1.
Bid price(inc) 488.30p
Bid price(acc) 522.40p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.16%
Annual management charge 1.50%
Total expense ratio 1.68%
Reduction in yield (10yr) 1.70%

Bestinvest says


No information available.

Portfolio

blackrock us dynamic asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 0%
blackrock us dynamic equity geographic illustration
Allocation Proportion
UK 1%
Europe 0%
Nth America 99%
Japan 0%
Pacific 0%
Other Equity 0%
blackrock us dynamic equity capitalisation illustration
Allocation Proportion
Large Caps 59%
Mid Caps 31%
Small Caps 10%

Investment process


The fund aims to achieve long-term capital growth for investors. The Fund invests primarily in the shares of companies incorporated or listed in the United States which the mnmagers consider exhibit either growth or value investment characteristics, placing an emphasis as the market outlook warrants. The Fund may also invest in collective investment schemes.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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