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BLACKROCK CORPORATE BOND - Fund overview

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Find rated £ corporate bond funds


Overview of BLACKROCK CORPORATE BOND

The fund’s objective is to maximise total return by investing principally in corporate bonds and other interest-bearing securities. Sterling denominated investment grade corporate bonds are viewed as the core investment universe although the fund has the flexibility to invest in non-benchmark securities and the capabilities to allocate to below investment grade securities. Fundamental research, portfolio surveillance, idea generation and diversification are combined in the investment process.

Standard Initial Charge

3.25% 0.00%

Invest via Bestinvest

to save 3.25%

Fund summary

Sector  £ Corporate Bond
Product type  UNIT TRUST
Launched  July, 1995
Size  £132m
Yield 5.1%
Charging basis  Capital
Dividends paid  30 April, 31 July, 31 October, 31 January
Bid price(inc) 95.60p
Bid price(acc) 229.10p

Fund Charges

Standard Initial charge 3.25%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 1.40%
Annual management charge 1.00%
Total expense ratio 1.09%
Reduction in yield (10yr) 1.23%

Bestinvest says


No information available.

Portfolio

blackrock corporate bond asset allocation illustration
Allocation Proportion
Equity
High yield bonds 6%
Quality bonds 88%
Property
Commodities
Hedge
Fund cash 6%
blackrock corporate bond equity geographic illustration
Allocation Proportion
UK 82%
Europe 12%
Nth America 6%
Japan
Pacific
Other Equity

No data available.

Investment process


This fund’s investment approach represents collaboration between a Portfolio team responsible for setting the asset allocation framework for portfolio construction and an Investment team which concentrates on bottom up idea generation. These teams combine fundamental research, portfolio surveillance, idea generation and diversification to construct a credit investment process. Fundamental research includes four key fundamental factors: industry attractiveness, competitive position, management quality and financial position. The team considers both qualitative (approx. 70%) and quantitative (approx. 30%) factors in formulating the credit view, which is then discussed at Investment and Portfolio Strategy meetings, although the fund manager has the ultimate responsibility.

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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