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Changes to the BlackRock Balanced Growth Portfolio fund objective

15 May 2017

The investment objective and policy for the BlackRock Balanced Growth Portfolio fund will change on 12 June to remove the emphasis on investing in the UK to allow the fund to benefit from greater exposure to global assets:

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Current Investment Objective and Policy Revised Investment Objective and Policy
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 I or forward contracts) and money market instruments. Investment may be made in any and all economic sectors, although under normal market conditions there will be an emphasis on the UK.
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 I or forward contracts) and money market instruments. Investment may be made in any and all economic sectors.

This change affects policyholders invested in the following funds:

Zurich Investment Bond:

  • Zurich BlackRock Balanced Portfolio AL
  • Zurich BlackRock Balanced Growth Portfolio 2000 AL

Zurich Pensions:

  • Zurich BlackRock Balanced Growth Portfolio EP
  • Zurich BlackRock Balanced Growth Portfolio AP

Sterling Bond:

  • Sterling BlackRock Balanced Growth Portfolio
  • Sterling BlackRock Balanced Growth Portfolio 2

Sterling ISA/Investment Account:

  • BlackRock Balanced Growth Portfolio S Acc

Zurich Intermediary Platform:

  • BlackRock Balanced Growth Portfolio A Acc GBP
  • BlackRock Balanced Growth Portfolio D Acc GBP Clean
  • BlackRock Balanced Growth Portfolio D Inc GBP Clean
  • BlackRock Balanced Growth Portfolio S Acc GBP Clean
  • BlackRock Balanced Growth Portfolio S Inc GBP Clean

 

You can download the full notification from BlackRock here: