Quick Stats

Bid Price GBX 154.90 Offer Price GBX 163.20
Mid Price - Day Change GBX +0.20 (0.13%)
Price Date 20 Oct 2017 Crown Rating 2
Shares Class Inc. Yield 2.03 %
Total Expense Ratio 1.76 Fund Size 182,532,394.92
Launch Date 01/02/1989 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 500.00 Total Expense Ratio (%) 1.76
ISIN GB0005810667 Min TopUp (£) 100.00

Fund Objective

BlackRock Balanced Growth Portfolio Fund aims to achieve capital growth with the opportunity for additional income generation depending on market conditions. Investment may be made in a global portfolio of equities and fixed income securities, as well as collective investment schemes, cash in sterling or other currencies (in the form of deposits and / or forward contracts) and money market instruments. Investment may be made in any and all economic sectors.

Fund Managers

Andy Warwick
Andy Warwick, CFA, Managing Director and portfolio manager, is 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 he is lead portfolio manager for Dynamic Return Strategy (DRS) and a portfolio manager for Dynamic Diversified Growth (DDG). Mr Warwick also has responsibility for the management of a number of retail portfolios including the BGF Flexible Multi-Asset Fund and is also responsible for derivative implementation and structured product strategies for the team. Mr. Warwick's service with the firm dates back to 2005, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. Prior to MLIM he worked with Mako Global Derivatives and Dalton Strategic Partnership from 2002-2005. Mr Warwick initially worked for MLIM from 1993-2002 as a manager for MLIM's unit trusts before joining the quantitative and derivatives team as a portfolio manager and equity derivatives head trader in 1997. He was subsequently 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 in 2007.