Funds Details
Disclaimer
All information given is based on or derived from sources believed to be reliable and is provided solely for information purposes. No representation or warranty is made that it is accurate or complete. Such information shall not constitute or be deemed as an offer or a solicitation of an offer to buy or sell the funds mentioned herein, and no offers or sales of these funds will be made in jurisdictions where such offers or sales are not authorized, qualified or exempt from regulation. All these funds have been authorized for sale in Hong Kong by the SFC but this does not imply any form of investment recommendation.

The price of funds as well as any income from them may go down as well as up. Past performance is no guarantee of future performance. Potential investors should refer to the offering documents for further fund details and the risks involved.
BGF Global Multi-Asset Inc A6 USD (Cash)
Fund Performance
Data Updated On --
NAV Trend
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
Calendar Returns
Year
Return(%)
Top 10 Holdings
Data Updated On 2025.03.31
[{"name":"iShares $ Short Dur Corp Bd ETF USD Dist","y":3.04},{"name":"RUSSELL 2000 EMINI CME JUN 25","y":2.99},{"name":"iShares MSCI USAQualDiv Advcd ETF USDDis","y":2.05},{"name":"iShares $ High Yld Corp Bd ETF USD Dist","y":1.69},{"name":"BGF US Dollar High Yield Bd X6 USD","y":1.11},{"name":"Microsoft Corp","y":0.71},{"name":"E-mini S\u0026P 500 Future June 25","y":0.62},{"name":"Royal Bank Of Canada","y":0.51},{"name":"BNP Paribas Issuance BV","y":0.49},{"name":"Citigroup Global Markets Holdings Inc.","y":0.39}]
Item
Percentages
1. iShares $ Short Dur Corp Bd ETF USD Dist
3.04
2. RUSSELL 2000 EMINI CME JUN 25
2.99
3. iShares MSCI USAQualDiv Advcd ETF USDDis
2.05
4. iShares $ High Yld Corp Bd ETF USD Dist
1.69
5. BGF US Dollar High Yield Bd X6 USD
1.11
6. Microsoft Corp
0.71
7. E-mini S&P 500 Future June 25
0.62
8. Royal Bank Of Canada
0.51
9. BNP Paribas Issuance BV
0.49
10. Citigroup Global Markets Holdings Inc.
0.39
Fund Information
Data Updated On 2025.05.02
Investment Objective
The Fund follows a flexible asset allocation policy that seeks to provide income without sacrificing long term capital growth in a manner consistent with the principles of environmental, social and governance “ESG” focused investing. The Fund invests globally in the full spectrum of permitted investments including (but not limited to) equities, equityrelated securities, fixed income transferable securities (which may include some high yield fixed income transferable securities), units of CIS, cash, deposits and money market instruments. Currency exposure is flexibly managed.
Key Facts
ISIN
LU0784384876
Asset Class
Multi Asset Fund
Fund Category
USD Moderate Allocation
Geography
Global
Risk Rating
Medium
Morningstar Rating
Currency
USD
Fund Size
USD 4,150,299,838.00
Price
8.03
Nav Date
2025.04.30
Change(%)
-0.86
Net Asset Value
8.03
Fluctuation(%)
--
Sharpe Ratio 1 Year(%)
0.33
Dividend Option
Cash / Reinvest
Dividend Yield(%)
--
Ex-Dividend Date
2025.04.30
Other Detail
Dealing Frequency/Dealing cutoff Time
Daily/14:30
Fund House
BlackRock
Establish Date
2012.06.28
Fund Manager
Justin Christofel
Fund Manager (Start Date)
2013.11.01
Fund Manager Intro
Justin Christofel, CFA, CAIA, Managing Director, is a portfolio manager for a suite of income-oriented investment solutions. Mr. Christofel is a member of the BlackRock Multi-Asset Strategies & Solutions Income team, which is responsible for portfolio management, risk monitoring and tactical asset allocation across global income strategies. Prior to the launch of the Income strategies, Mr. Christofel managed customized asset allocation portfolios for institutional investors. He also managed volatility control strategies, and a multi-asset real return portfolio. Mr. Christofel joined Blackrock in 2007 from Oliver Wyman, a consulting firm specializing in financial services. His projects spanned from retail banking to structured finance. Mr. Christofel graduated from Yale University with a BA degree, with honors, in economics and mathematics.
Cost
Max Handling Fee(%)
5.26
Fund Switching Fee(%)
--
*Not applicable to funds*
Management Fee(%)
1.50
Performance Fee(%)
--
Min Redemption Fee(%)
--
Dividend History
Ex-Dividend Date
Dividend per Share
Annualized Yield (%)
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