Multi Asset

BlackRock Tactical Growth Fund

Overview

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Performance

Performance

Growth of Hypothetical $10,000

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Distributions

Ex-Date CPU
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  YTD 1m 3m 6m 1y 2y 3y 5y 10y Incept.
5.38 2.62 5.43 13.37 20.44 19.69 30.98 57.90 132.86 820.45
Benchmark (%) 4.99 2.69 5.12 12.59 18.70 16.68 28.77 52.97 137.26 891.46
  1y 2y 3y 5y 10y Incept.
20.44 9.40 9.41 9.57 8.82 8.08
Benchmark (%) 18.70 8.02 8.79 8.87 9.02 8.36
Incept.: The date on which the first fund/share class unit creation was processed.

The performance quoted represents past performance and does not guarantee future results.

Key Facts

Key Facts

Size of Class (Millions) as of 13-May-2021 AUD 546.70
Base Currency AUD
Share Class Currency AUD
Performance Start Date 30-Sep-1992
Asset Class Multi Asset
Domicile Australia
Distribution Frequency Semi-Annual
APIR PWA0822AU

ESG Integration

ESG Integration

ESG integration is the practice of incorporating material environmental, social and governance (ESG) information or insights alongside traditional measures into the investment decision process to improve long term financial outcomes of portfolios. Unless otherwise stated in Fund documentation or included within the Fund’s investment objective, inclusion of this statement does not imply that the Fund has an ESG-aligned investment objective, but rather describes how ESG information is considered as part of the overall investment process.


The Fund manager incorporates ESG considerations in the strategic asset allocation construction phase of the investment process. Where possible, active strategies that integrate ESG are chosen. For strategies with an explicit ESG objective, ESG Impact and Thematic strategies are considered for inclusion along with ESG Enhanced or ESG Screened index strategies. The Fund manager reviews strategic asset allocations periodically and reassesses each strategy for its inclusion in the portfolio. Where an ESG- focused building block becomes available, it is considered as a replacement for standard market capitalized exposures. Both the extent and impact of screens and integration are assessed for suitability in the context of the investment objective of the strategy. The Fund manager conducts regular portfolio risk reviews between the investment team and BlackRock’s Risk and Quantitative Analysis group. These reviews include discussion of the portfolio’s exposure to material ESG risks, as well as exposure to sustainability-related business involvements, climate-related metrics, and other factors. The Fund manager additionally uses standardized ESG criteria (headline ESG ratings, carbon footprint) during the reporting phase. These are sourced from Aladdin.

Pricing & Exchange

Pricing & Exchange

Currency APIR Buy Price Sell Price
AUD PWA0822AU 1.824715 1.818339

Ratings

Portfolio Managers

Portfolio Managers

Michael McCorry
Michael McCorry
Karsten Kumpf
Karsten Kumpf
Ron Montgomery
Ron Montgomery

Literature

Literature