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Dynamic Diversified Growth Fund (BlackRock)

This fund invests in the BlackRock Strategic Funds ('BSF') Dynamic Diversified Growth Fund, an actively managed fund with a transparent and a well-diversified portfolio.

It seeks to achieve performance from a diversified portfolio of global equities, government and non-government bonds, alternative assets, financial derivatives  and cash to provide growth, diversification and protection strategies.

The alternative assets may include commodities, hedge funds & volatility strategies, high yield bonds, investment grade corporate bonds and emerging market equities.

A currency risk arises as some of the investments held are from outside the eurozone.

Main features

  • Actively managed by BlackRock
  • Asset class: multi-asset
  • Risk rating: 4

Who should invest in the fund?

  • Suitable for medium risk investors looking for a more consistent and less volatile performance experience.
  • Investors with a medium to long term investment horizon.

Find out if this fund is available for your product choice (PDF - 278 KB)

How it works

The Dynamic Diversified Growth Fund seeks to deliver long-term capital growth with a low tolerance for capital loss. The fund aims to outperform cash returns. To achieve this, the fund invests in the BlackRock Strategic Funds (‘BSF’) Dynamic Diversified Growth Fund which is an actively managed fund with a transparent and a well-diversified portfolio.

It seeks to achieve performance from a diversified portfolio of global equities, government and non-government bonds, alternative assets, financial derivatives and cash to provide growth, diversification and protection strategies. The alternative assets may include commodities, hedge funds & volatility strategies, high yield bonds, investment grade corporate bonds and emerging market equities. A currency risk arises as some of the investments held are from outside the eurozone.

 

Asset Split**

Annualised Performance (%)*

*Notes: Annual management charges (AMC) apply. The fund performance shown is before the full AMC is applied on your policy.

Returns are based on offer/offer performance and do not represent the return achieved by individual policies linked to the fund.

The fund price/performance shown is for the Pension / Gross of Tax Funds category.

*Source: Zurich Life

**Note: Asset Splits are updated monthly.

Why BlackRock?

BlackRock is a truly global firm that combines the benefits of worldwide reach with local service and relationships. BlackRock employs more than 9,700 professionals and maintains offices in 29 countries and more than 60 cities around the world. BlackRock's assets under management total $4.3 trillion* across equity, fixed income, cash management, alternative investment, multi-asset and advisory strategies.

*Source: BlackRock, March 2014.

BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority.

Warning: Past performance is not a reliable guide to future performance.
Warning: Benefits may be affected by changes in currency exchange rates.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in these funds you may lose some or all of the money you invest.

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