BlackRock Balanced Growth Portfolio Accumulation Units
Prices as at 9 December 2013
|Manager start date||12/12/2005|
|Manager located in||London|
Colin Graham, CFA, CAIA, Director, is a lead portfolio manager within BlackRock's Multi-Asset Portfolio Strategies (MAPS) group, which is responsible for developing, assembling and managing investment solutions involving multiple strategies and asset classes. Mr. Graham is lead portfolio manager of the Relative Return strategies in MAPS for the global client base managed from London. He is also a member of the MAPS management team. Mr. Graham's service with the firm dates back to 1997, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. Mr. Graham focuses on portfolio management and determining asset allocation views for MAPS clients. He is the lead portfolio manager for several institutional mandates and multi-asset retail funds. Prior to joining MLIM, Mr. Graham worked in the actuarial department of a leading UK financial services company, after which he moved to the Risk, Finance and Insurance practice of one of the largest global benefits consultants. Mr. Graham earned a BSc degree, with honours, in mathematics and management from Brunel University in 1992.
|Manager start date||07/03/2011|
|Manager located in||London|
Andrew Warwick, CFA, Director and portfolio manager, is a member of the BlackRock Multi-Asset Client Solutions (BMACS) group, which is responsible for developing, assembling and managing investment solutions involving multiple strategies and asset classes. Mr. Warwick is involved in Relative Return and Liability Driven Investment mandates. He is also responsible for derivative implementation and structured product strategies for BMACS. Prior to MLIM he was with Mako Global Derivatives and Dalton Strategic Partnership from 2002-2005. Mr. Warwick first joined MLIM in 1993 as manager for MLIM's unit trusts before joining the quantitative and derivatives team as portfolio manager and equity derivatives head trader in 1997. He was co-portfolio manager of MLIM's first hedge fund, the Mercury Equity Arbitrage Fund. Mr. Warwick earned a MSc in Finance from the University of Leicester.
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2 Annual saving (loyalty bonus) only available on holdings worth over £1,000. Read more information about the loyalty bonus and how it will be paid to you.
4 If you elect to receive the income from a Vantage ISA or Vantage Fund & Share Account, we will collect any dividends for you and then pay them directly into your bank account within the first 10 working days of the following month.
Prices as at 9 December 2013 Data as at 31 October 2013.
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