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BLACKROCK BALANCED GROWTH PORTFOLIO - Fund overview

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Find rated mixed investment 40-85% shares funds


Overview of BLACKROCK BALANCED GROWTH PORTFOLIO

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

Standard Initial Charge

5.00% 0.00%

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to save 5.00%

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Fund summary

Sector  Mixed Investment 40-85% Shares
Product type  UNIT TRUST
Launched  February, 1989
Size  £219m
Yield 3.4%
Charging basis  Capital
Dividends paid  31/5, 30/11.
Bid price(inc) 112.90p
Bid price(acc) 205.30p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.63%
Annual management charge 1.50%
Total expense ratio 1.75%
Reduction in yield (10yr) 1.81%

Bestinvest says


No information available.

Portfolio

blackrock balanced growth portfolio asset allocation illustration
Allocation Proportion
Equity 82%
High yield bonds –
Quality bonds 18%
Property 0%
Commodities –
Hedge –
Fund cash 0%
blackrock balanced growth portfolio equity geographic illustration
Allocation Proportion
UK 61%
Europe 13%
Nth America 10%
Japan 6%
Pacific 5%
Other Equity 5%
blackrock balanced growth portfolio equity capitalisation illustration
Allocation Proportion
Large Caps 75%
Mid Caps 13%
Small Caps 12%

View all performance data for BLACKROCK BALANCED GROWTH PORTFOLIO

Investment process


The objective is a balance between long-term capital growth and a reasonable level of income (Oct 99 yield 2%, bonds content c15%). It provides a global investment strategy, but with an emphasis on leading UK companies (UK content within 50-75%). The portfolio reflects the asset allocation adopted by Mercury for its UK-based clients.

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.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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