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BlackRock 20/80 Target Allocation Fund;Inv A

Ranked 69 out of 78 in Mixed-Asset Target Alloc Consv Funds over 36 months

All calculations are in USD unless stated

The Fund seeks a balance between long-term capital appreciation and high current income, with a greater emphasis on income. The Fund, which is a fund-of-funds, normally invests 40% of its assets in underlying funds that invest primarily in equity securities and 60% in funds that invest in fixed income securities.

Managed by

sector performance

Mixed-Asset Target Alloc Consv Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0% -0.3%
2017 7.6% 2.1% 1.7% 2.0% 1.6%
2016 2.8% 0.9% 1.6% 1.4% -1.1%
2015 1.0% 2.8% -0.5% -1.6% 0.4%
2014 6.2% 1.6% 2.6% -0.3% 2.1%
2013 11.9% 3.8% -0.3% 3.6% 4.4%
2012 11.7% 6.6% -1.2% 4.7% 1.3%
2011 1.0% 3.2% 0.6% -6.9% 4.5%
2010 12.5% 3.2% -3.3% 7.1% 5.3%
2009 22.5% -3.3% 10.7% 10.9% 3.2%
2008 -21.7% -3.2% -0.6% -9.2% -10.4%
2007 7.9% 1.4% 2.5% 2.8% 1.1%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date21/12/2006
  • Share Class size125Mn
  • Base currencyUSD
  • ISINUS0919371775

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Initial investment0