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Fund Objective:
The Fund aims to provide a return on your investment (generated through an increase in the value of the assets held by the Fund) over the long-term (5 years or more). Recommendation: This Fund may not be appropriate for short-term investment.
Manager name
BlackRock
Manager start date
21 January 2020
Manager Biography
Alister Hibbert, Managing Director and portfolio manager, is a member of both the European Equity team and the Strategic Equity Team within the Fundamental Active Equity division of BlackRock's Active Equity Group. He is a founder and co-manager of the European Hedge Fund Strategy. He is also a long-only manager with responsibility for the Global Unconstrained Equity Strategy and BlackRock’s European Dynamic Strategy. Prior to joining Blackrock in 2008, Mr. Hibbert was an investment director with Scottish Widows Investment Partnership from 2005, responsible for continental European portfolios. Mr. Hibbert was a European equity portfolio manager with Oechsle International (2004-2005) and Invesco Perpetual (1996-2004). He began his career with accountants Ernst & Young in 1994. Mr. Hibbert earned a BSc in Economics from the University of Bristol in 1992.
Charges applied by the fund management company for investing in their fund. Please note that Investment Managers may charge each time you buy new units or shares in a fund or trust. Where Investment Managers would have an entry charge, we will negotiate to have it waived so you will not be charged.
5.00%
Ongoing Charges:
The fund manager
The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year.
0.90%
Performance Fee:
The fund manager
A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions.
N/A
Typical transaction cost:
The fund manager
The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading.
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.
This product uses terms and/or marketing related to sustainability. It does not have a label, but the manager is required to produce a disclosures document.
The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.
Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.
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