Overview
Important Information: Capital at Risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
All financial investments involve an element of risk. Therefore, the value of your investment and the income from it will vary and your initial investment amount cannot be guaranteed.
Performance
Performance
Chart
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Returns
This chart shows the fund's performance as the percentage loss or gain per year over the last 10 years.
2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | |
---|---|---|---|---|---|---|---|---|---|---|
Total Return (%) | 30.9 | 14.2 | -7.8 | 11.7 | 19.3 | 3.7 | 4.9 | 15.6 | 14.2 | -6.8 |
Benchmark (%) | 30.6 | 14.1 | -4.8 | 12.5 | 21.1 | 0.5 | 0.2 | 16.7 | 13.4 | -8.3 |
Performance is shown after deduction of ongoing charges. Any entry and exit charges are excluded from the calculation.
From 30-Sept-2014 To 30-Sept-2015 |
From 30-Sept-2015 To 30-Sept-2016 |
From 30-Sept-2016 To 30-Sept-2017 |
From 30-Sept-2017 To 30-Sept-2018 |
From 30-Sept-2018 To 30-Sept-2019 |
|
---|---|---|---|---|---|
Total Return (%)
as of 30/Sept/2019 |
1.26 | 16.43 | 16.12 | 7.29 | 5.86 |
Benchmark (%)
as of 30/Sept/2019 |
-3.15 | 15.88 | 12.91 | 7.02 | 2.88 |
1y | 3y | 5y | 10y | Incept. | |
---|---|---|---|---|---|
Total Return (%) | 13.89 | 9.90 | 8.65 | 8.68 | - |
Benchmark (%) | 10.93 | 8.05 | 6.68 | 8.06 | - |
YTD | 1m | 3m | 6m | 1y | 3y | 5y | 10y | Incept. | |
---|---|---|---|---|---|---|---|---|---|
Total Return (%) | 18.05 | 2.10 | 3.52 | 5.22 | 13.89 | 32.75 | 51.41 | 129.91 | - |
Benchmark (%) | 15.21 | 1.90 | 4.50 | 5.83 | 10.93 | 26.15 | 38.16 | 117.12 | - |
Key Facts
Key Facts
Portfolio Characteristics
Portfolio Characteristics
Risk Indicator
Risk Indicator
Ratings
Ratings
Holdings
Exposure Breakdowns
Exposure Breakdowns
Portfolio Managers
Portfolio Managers
CFA, Director and portfolio manager, sits within BlackRock's Fundamental Equities team. He is co-Portfolio Manager on the UK Income strategy, the Social Action strategy and the DM Sustainable strategy. David has been managing clients’ funds at BlackRock since 2008 and has experience managing sustainable funds.