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BlackRock Balanced Growth Portfolio Class D - Accumulation (GBP)

Sell:493.02p Buy:494.65p Change: 0.70p (0.14%)
Prices as at 18 March 2024
Sell:493.02p
Buy:494.65p
Change: 0.70p (0.14%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 18 March 2024
Sell:493.02p
Buy:494.65p
Change: 0.70p (0.14%)
Prices as at 18 March 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

The Mixed and Flexible Investment sectors could be the answer for investors who want to leave the asset allocation decisions to an expert. Funds in these sectors invest a certain amount of their portfolio in shares, from 0% to 35% in the case of the Mixed Investment 0-35% Shares Sector, 20% to 60% for the Mixed Investment 20-60% Shares Sector, 40% to 85% for the Mixed Investment 40-85% Shares Sector, and 0% to 100% for the Flexible Investment Sector. Any proportion of the fund not invested in shares can be invested in bonds, cash, currencies, commodities or property. Funds within these sectors can be very different from each other so they'll perform differently too. Each should be looked at on its own merits, taking account of your investment objectives and the amount of risk you want to take.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

18/03/19 to 18/03/20 18/03/20 to 18/03/21 18/03/21 to 18/03/22 18/03/22 to 18/03/23 18/03/23 to 18/03/24
Annual return -1.97% 31.56% 0.74% 0.04% 11.49%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Conan McKenzie
Manager start date: 1 April 2018
Manager located in: TBC

Conan McKenzie, CFA, Vice President, is a portfolio manager and a member of the Diversified Strategies team within BlackRock's Multi-Asset Strategies (MAS) group, which is responsible for developing, assembling and managing investment strategies involving multiple asset classes. Within Diversified Strategies, Mr. McKenzie is involved in managing both benchmarked and outcome oriented funds and also has responsibility for managing the team's ESG screened funds for Charities. Mr McKenzie also leads the team's research into investment opportunities within alternatives. Mr. McKenzie's service with the firm dates back to 2011. Mr. McKenzie holds a BA degree in History & Politics from the University of Oxford, and is a CFA Charterholder.

manager photo
Manager Name: Jason Byrom
Manager start date: 1 April 2018
Manager located in: TBC

Jason Byrom, Director and portfolio manager, is a member of the Diversified Strategies team within Multi-Asset Strategies (MAS). MAS is responsible for developing, assembling, and managing investment strategies involving multiple asset classes. Jason is the lead portfolio manager for our benchmark relative mandates which are managed on behalf of pension funds, advisory and retail clients. Mr. Byrom's service with the firm dates back to 1998, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, he initially worked with the Quantitative & Derivatives team where he managed derivatives based funds, combining both futures and options positions, synthetic portfolios and exchange traded funds. In 2002 he joined the Transition Management team (TRIM) where he was head of dealing strategy specializing in multi-asset dealing strategies and solutions. In 2006, he joined the Derivatives Solutions Group (DSG) where as well as being a portfolio manager he spent time working with clients giving advice across a wide range of strategies, with an emphasis on efficient implementation of views using derivatives. In 2013 he left BlackRock to work on solutions structures and portfolio construction with Canopius, a specialist insurance company. Mr Byrom re-joined BlackRock as part of the Diversified Strategies team in 2015. Prior to joining MLIM, Mr. Byrom spent seven years in the engineering industry. Mr. Byrom earned a BSc degree, with first class honours, in control engineering from City University in 1990 and an MSc degree in mathematical trading and finance from Cass Business School in 1998.

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Manager Name: Adam Ryan
Manager start date: 1 April 2018
Manager located in: London

Adam Ryan, Managing Director and portfolio manager, is a member of 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. Ryan is lead portfolio manager of the Target Return strategy in MAPS and also a member of the MAPS management team. Mr. Ryan's service with the firm dates back to 1999, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, Mr. Ryan was head of the fixed income and absolute return team for the private client business. He was responsible for the team's fixed income investment policy, representing the asset class at the Investment Policy Committee, and the use of alternative investments within private client portfolios. Mr. Ryan earned a BA degree, with honours, in engineering from Cambridge University in 1991.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account