BlackRock Global Funds - United Kingdom Fund A2 GBP

Equity fund

1 year

Region

Great Britain

Largest region

Medium

Risk

Cost

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 GBP 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

    05 Jun 2025

  • Start date
    30 Dec 1985
  • ISIN
    LU0171293334

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

Costs

  • Ongoing costs

    Includes management fees of 1,50 %

  • Platform fee
  • Kickback fee
  • Annual running costs
  • Performance-based fee
  • Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.

Allocation

  • Stocks 94%
    Interest 6%

Portfolio

Shows the fund's largest investments.

  • AstraZeneca PLC
    8.8%
  • RELX PLC
    7.4%
  • Shell PLC
    7.1%
  • Compass Group PLC
    5.7%
  • 3i Group Ord
    5.1%
  • Next PLC
    5.0%
  • London Stock Exchange Group PLC
    5.0%
  • Standard Chartered PLC
    4.7%
  • Pearson PLC
    3.3%
  • HSBC Holdings PLC
    3.0%