BlackRock Global Funds - United Kingdom Fund A2
Equity fund
1 year
Great Britain
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- The fund seeks to maximise total return in a manner consistent with the principles of environmental, social and governance (“ESG”) investing. The Fund invests at least 70% of its total assets in the equity securities of companies incorporated or listed in the UK. The Fund’s exposure to contingent convertible bonds is limited to 5% of its total assets. The Fund may use derivatives for investment purposes and for the purposes of efficient portfolio management.
Investment horizon
- BlackRock Global Funds - United Kingdom Fund A2 is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- Price/NAV
08 Sept 2025
- Start date30 Dec 1985
- ISINLU0171293334
Risk
- Medium (4 of 7)
Morningstar rating
- The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.
Sustainability
- SustainabilityPartial
Annual cost
- Ongoing costs
Includes management fees of 1,50 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 94%Interest 6%
Portfolio
Shows the fund's largest investments.
- AstraZeneca PLC8.5%
- RELX PLC7.3%
- Shell PLC6.6%
- Compass Group PLC5.6%
- Standard Chartered PLC5.2%
- 3i Group Ord4.9%
- Next PLC4.7%
- London Stock Exchange Group PLC3.8%
- Halma PLC3.0%
- Auto Trader Group PLC2.8%