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BlackRock 60/40 Target Allocation Fund;Inv A

Ranked 66 out of 125 in Mixed-Asset Target Alloc Moderate Funds over 36 months

All calculations are in USD unless stated

The Fund seeks long term capital appreciation while current income is also a consideration. The Fund, which is a fund of funds, normally intends to obtain exposure to equity securities in an amount equal to 60% of its assets and exposure to fixed-income securities in an amount equal to 40% of its assets.

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 -0.8% 0.5%
2017 14.4% 3.9% 2.6% 3.3% 3.8%
2016 4.9% -0.2% 1.7% 2.7% 0.6%
2015 -0.3% 2.7% 0.2% -5.4% 2.5%
2014 6.3% 0.9% 3.3% -0.7% 2.8%
2013 24.8% 7.0% 1.6% 6.1% 8.2%
2012 12.9% 10.6% -4.4% 6.0% 0.8%
2011 -2.3% 5.2% -0.1% -13.8% 7.9%
2010 13.7% 3.8% -9.4% 10.2% 9.8%
2009 28.2% -7.1% 14.6% 14.7% 5.0%
2008 -33.2% -7.9% 0.1% -11.9% -17.7%
2007 11.4% 2.0% 6.2% 3.5% -0.6%

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 size282Mn
  • Base currencyUSD
  • ISINUS0919371361

Purchase Info

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

Charges

  • Initial investment0