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BlackRock Conservative Portfolio Srs A

Ranked 165 out of 230 in - Balanced CAD over 36 months
All calculations are in USD unless stated

Managed by

Alan Mason

Objective

The Fund seeks to provide unitholders with a balance of income and long-term capital growth by investing in a diversified and conservative portfolio that is comprised of both fixed income securities and, to a lesser extent, equity securities. The Fund will invest primarily in iShares ETFs (or other mutual funds) that are managed by BlackRock Canada or an affiliate, but may also invest directly in fixed income securities, equity securities, and cash or cash equivalents.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Balanced CAD over : 31/03/2015 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.6%
2017 12.4% 3.0% 2.9% 3.3% 2.7%
2016 8.5% 8.1% 1.8% 1.0% -2.4%
2015 -15.4% -4.4% -0.6% -8.9% -2.3%
2014 -1.8% -1.2% 5.6% -4.1% -2.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date15/10/2013
  • Share Class size08Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.35%
  • Initial investment1.35

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