FOR QUALIFIED INVESTORS

BGF Global Allocation Fund

Investing for the long term

The benefits of diversification have often been taken for granted by investors. But a new world of rising correlations between bonds and stocks, and sharp bouts of volatility, mean that traditional balanced portfolios may be more risky than they appear. We believe that choosing a truly global, adaptable multi-asset strategy like the BlackRock Global Funds (BGF) Global Allocation Fund could help investors better weather changing market conditions.

An update with Russ Koesterich

Russ Koesterich, Portfolio Manager for the BGF Global Allocation Fund, discusses some of the capabilities he has brought to the team, Fund’s process and methodology, and the team’s overall market outlook for 2017.

Fund essentials

 

Reasons to invest


Reasons to invest

Discover the key reasons for investing in this fund and learn what type of investor it should appeal to.
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Latest commentary


fund Commentary


Access the latest fund performance, outlook and commentary.

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Factsheet


Factsheet

Access information about performance, portfolio breakdowns and net assets.

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Multi-asset trend brochure


Investment Commentary

Investment views from BlackRock Multi-Asset Team.

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Meet our GA team

Led by five fund managers and over 50 dedicated professionals, the BGF Global Allocation Fund has one of the most experienced global multi-asset investment teams1. They also have access to the wider BlackRock multi-asset team, made up of more than 175 investment experts.


Dennis Stattman

Dennis Stattman


Managing Director and CFA

Dan Chamby

Dan Chamby


Managing Director and CFA

Russ Koesterich

Russ Koesterich


Managing Director and CFA

David Clayton

David Clayton


Managing Director and CFA

Kent Hogshire

Kent Hogshire


Managing Director and CFA

1Morningstar, as at 31 December 2016. Portfolio managers have the longest tenure among funds within its category.

The BlackRock Global Funds is domiciled in Luxembourg. BlackRock Asset Management Schweiz AG, Bahnhofstrasse 39, CH-8001 Zurich, is the Swiss Representative and State Street Bank International GmbH, Munich, Zurich Branch, Beethovenstrasse 19, CH-8002 Zürich, the Swiss Paying Agent. The Prospectus, Key Investor Information Document, the Articles of Incorporation, the latest and any previous annual and semi-annual reports are available free of charge from the Swiss representative.

Investors should read the fund specific risks in the Key Investor Information Document and the Prospectus.

Fund Specific risks: The Fund invests a large portion of assets which are denominated in other currencies; hence changes in the relevant exchange rate will affect the value of the investment. The Fund may invest in smaller company shares which can be more unpredictable and less liquid than those of larger company shares.