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BlackRock Diversified ESG Growth Fund
Investment objective
To achieve superior investment performance through providing returns that exceed those of the composite benchmark after fees, over rolling 3-year periods.
Investment strategy
The strategy gains exposure to the targeted asset classes, through investing in other pooled investment vehicles which are managed by BlackRock. These underlying funds have a range of active and index investment strategies. Each active strategy aims to add value over the strategic allocation, whilst controlling risk. In addition to long only active funds, the fund may invest in underlying funds with absolute return strategies to achieve the fund’s overall performance objective. The selection of an underlying fund for inclusion in the strategy is the result of a comprehensive due diligence process. In selecting underlying funds, BlackRock takes into account ESG considerations as set out in the section of PDS titled ‘ESG approach within the underlying fund selection process’.
Investment manager
BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit blackrock.com/corporate.
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Key features
Key features
| Key features | |
|---|---|
| APIR code | OVS0032AU |
| Risk level | 4 – medium |
| Minimum initial investment | $500 |
| Regular investment plan | Minimum monthly deposit of $100 |
| Minimum switching amount | $500 |
| Minimum balance | $500 |
| Total estimated fees and costs | 0.87% p.a. |
| Recommended minimum investment period | Five years |
Target asset allocation1
| Asset class | Min % | Max % |
|---|---|---|
| Australian shares | 20 | 30 |
| International shares | 15 | 35 |
| Emerging market shares | 0 | 15 |
| Global REITs (unhedged) | 0 | 10 |
| Global listed infrastructure (unhedged) | 0 | 10 |
| Gold | 0 | 10 |
| Australian fixed interest | 0 | 20 |
| Global fixed interest | 0 | 20 |
| Cash | 0 | 20 |
1. The fund’s asset allocation may include exposure to underlying funds through which active asset allocations are made. The BlackRock Tactical Opportunities Fund is a defensive alternatives exposure. It has a cash benchmark and demonstrates a stable growth profile with low correlation to equity and bond markets, and as such may be invested in to meet the cash strategic asset allocation of the Fund, up to the disclosed weights. In seeking to outperform the composite benchmark, BlackRock Diversified ESG Growth Fund may invest approximately an additional 6.5% of its NAV in the BlackRock Tactical Opportunities Fund.
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