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BlackRock 40/60 Target Allocation Fund;Inv A

Ranked 109 out of 125 in Mixed-Asset Target Alloc Moderate 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 capital appreciation. The Fund, which is a fund-of-funds, normally invests 60% of its assets in funds that invest in equity securities and 40% funds that invest primarily in fixed income securities.

Managed by

sector performance

Mixed-Asset Target Alloc Moderate Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9% 0.1%
2017 11.3% 3.3% 2.2% 2.7% 2.6%
2016 4.0% 0.5% 1.6% 2.1% -0.3%
2015 0.5% 2.8% -0.1% -3.6% 1.6%
2014 6.3% 1.2% 3.0% -0.4% 2.4%
2013 18.2% 5.4% 0.7% 4.8% 6.4%
2012 12.7% 8.6% -2.5% 5.4% 1.0%
2011 -0.8% 4.2% 0.2% -10.5% 6.2%
2010 13.2% 3.5% -6.5% 8.6% 7.6%
2009 25.7% -5.0% 12.7% 12.8% 4.1%
2008 -27.7% -5.6% -0.2% -10.7% -14.1%
2007 9.4% 1.7% 4.4% 3.0% 0.0%

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 size172Mn
  • Base currencyUSD
  • ISINUS0919371510

Purchase Info

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

Charges

  • Initial investment0