Charities Growth & Income Fund

Flexible and sustainable multi-asset investing for charities 

The BlackRock Charities Growth & Income Fund is an exciting addition to our multi asset range. The Fund seeks to provide a liquid, risk-aware, diversified investment solution for charity investors. The Fund has twin objectives: it aims to deliver long-term capital growth and a steady income distribution.

The Fund's sustainable investment policy is central to its strategy which will closely align with the values, ethos and principles of a wide variety of UK charities. In addition to specific sector exclusions, Environmental, Social and Governance (ESG) criteria will be integrated into the investment process as a long-term risk management tool.

Please see below our new video, celebrating one year on from the launch of the fund.

Risk: This information should not be relied upon as research, investment advice, or a recommendation regarding any products, strategies, or any security in particular. This is for illustrative and informational purposes and is subject to change. It has not been approved by any regulatory authority or securities regulator.

The environmental, social and governance (“ESG”) considerations discussed herein may affect an investment team’s decision to invest in certain companies or industries from time to time. Results may differ from portfolios that do not apply similar ESG considerations to their investment process.

To learn more about the fund please download our flyer below.

Download Charities Growth & Income Fund flyer

BlackRock Charities Growth & Income Fund: 1 year on

Over the year, the BlackRock Charities Growth & Income Fund has demonstrated resilience, and as of 30th October 2021 assets in the fund exceeded £100m. Hear from our portfolio managers, Conan McKenzie and Lamiaa Chaabi who highlight some of the fund’s key features and approach to sustainable investing.