View more on these topics

BlackRock launches absolute return multi-asset fund


BlackRock has launched an absolute return multi-asset fund that will focus on factor investing.

The Strategic Funds Style Advantage fund will be managed by chief investment officer Ked Hogan and his factor-based strategies group at BlackRock.

The new fund aims to combine return drivers such as value, momentum, quality and volatility with a long-short portfolio of more than 2,500 securities across equities, fixed income, commodities and currencies.

Charges for the fund are 0.9 per cent.

BlackRock head of EMEA retail Alex Hoctor-Duncan says: “In a volatile world where there are valuation headwinds for both equities and fixed income, investors need new, consistent sources of positive absolute return.

“This fund could be an effective diversifier for investors with different target outcomes, including asset allocators looking to build versatile portfolios for their clients.”

As of January, BlackRock managed $125bn (£88bn) in factor-based and smart beta strategies across the traditional asset classes.

Hogan says: “The return potential of style strategies has been supported by academic research and investment practice, and, at BlackRock, style investing has been an important driver for our clients’ equity and fixed income portfolios for years.

“This fund reflects our firm’s best thinking in this area, applying insights across a wide range of liquid asset classes in the pursuit of consistent absolute returns.”



Providers reject calls to extend auto-enrolment to lowest paid

Pension providers say saving for retirement is not the “immediate priority” of the country’s lowest earners and the Government should resist calls to extend auto-enrolment. Last week at a Work and Pensions committee evidence session pension experts called on the Government to use the 2017 review of auto-enrolment to expand the scope of the policy. Under […]

Profile: SNP’s voice on pensions says Pension Wise is too constrained

Nearly nine months after entering Parliament as a newly elected Highlands MP, Ian Blackford admits he is still getting used to Westminster. The pensions spokesman for the Scottish National Party says the traditions and frippery of his new workplace are “daft” and outdated compared with the more modern devolved assemblies. He says: “Even when you […]

When to use a loan trust for inheritance tax planning

Gerry Brown, technical manager at Prudential, considers when is the correct time to use a loan trust for inheritance tax planning Pierre, age 61, has recently retired from his role as conductor of the Ambridge Symphony Orchestra. He has a portfolio of Oeics, yielding about £3,000 annually, and is accordingly looking forward to the introduction […]

Former OMGI chief Ide moves to ETF provider

ETF provider Source has hired former Old Mutual Global Investors head Julian Ide as its new chief executive. Ide will join the ETF provider next month, as the provider says it hopes to become a leading and innovative provider of ETFs. Former Source chief executive Ted Hood left the firm in a surprise move last […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm