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BLACKROCK CAUTIOUS PORTFOLIO A - Fund overview

No Bestinvest rating
Find rated mixed investment 20-60% shares funds


Overview of BLACKROCK CAUTIOUS PORTFOLIO A

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

Standard Initial Charge

3.25% 0.25%

Invest via Bestinvest

to save 3.00%

Fund summary

Sector  Mixed Investment 20-60% Shares
Product type  UNIT TRUST
Launched  June, 2006
Size  £958m
Yield 0.1%
Charging basis  –
Dividends paid  25/7
Bid price(inc) 103.40p
Bid price(acc) 110.50p

Fund Charges

Standard Initial charge 3.25%
Initial charge via Bestinvest 0.25%
Additional bid/offer spread 0.50%
Annual management charge 1.25%
Total expense ratio 1.42%
Reduction in yield (10yr) 1.49%

Bestinvest says


No information available.

Portfolio

blackrock cautious portfolio a asset allocation illustration
Allocation Proportion
Equity 39%
High yield bonds
Quality bonds 12%
Property
Commodities
Hedge
Fund cash 49%
blackrock cautious portfolio a equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity
blackrock cautious portfolio a equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


To achieve over the medium term, total return in the form of capital growth and income which exceeds the Bank of England base rate, from a global portfolio of investments which may be allocated to equities, fixed interest securities, other collective investment schemes and cash, as market conditions and other factors dictate.

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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