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Investment Funds News Focus On BlackRock European Dynamic Fund 18470455

Written by Editorial Team

Focus on BlackRock European Dynamic Fund
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Focus on BlackRock European Dynamic Fund

15 February 2010 / by Andy Davies

Investors looking for long-term capital growth and exposure to overseas markets should consider investing in the BlackRock European Dynamic Fund, according to The Share Centre,

Launched in 2002, the BlackRock European Dynamic fund aims to achieve capital growth by investing in companies listed in Europe – excluding the UK, whilst being managed on a concentrated basis with the portfolio typically holding between 35 and 65 companies at any given time.

Commenting, Andy Parsons, advice team manager at The Share Centre said: “It is well suited to investors looking to add diversification to a portfolio that is generally UK focused. Adding the BlackRock European Dynamic fund would be a natural progression into overseas markets, while maintaining close geographical proximity to the UK.”

Explaining the benefits of investing in the European markets, he said: “European exposure offers investors the ability to invest in the expertise of other countries, such as Germany who is at the forefront of world class engineering and car manufacturing and Denmark a leader in alternative energy solutions.”

Highly experienced fund manager Alistair Hibbert, who has been at helm of the fund since 2008 having previously worked for Scottish Widows Investment Partnership European team, uses a ‘bottom up’ approach to identify opportunities that hold either growth or value investment characteristics.

According to The Share Centre, on a cumulative basis, the fund has outperformed its sector even in difficult market conditions, returning over 88 per cent compared to 39 per cent in the past five years.

“For investors prepared to venture outside of the UK shoreline, we believe this fund will add diversification and exposure to a key part of the global economy,” Mr Parson added.

© Fair Investment Company Ltd

 



  Product Name ISA Option Income Yield More Info
Henderson Strategic Bond yes 5.7% More Info >
Income Paid Quarterly. Investing in higher yielding assets which will include most types of fixed interest securities, this fund aims to deliver a quarterly income to investors. See latest fund factsheet for details.

Newton Asian Income yes 5.43% More Info >
Income Paid Quarterly.The objective of the Sub-Fund is to achieve income together with long-term capital growth predominantly through investments in securities in Asia Pacific ex Japan (including Australia & New Zealand) region. The Sub-Fund may also invest in collective investment schemes. See latest fund factsheet for details.
Newton Higher Income yes 5.4% More Info >
Income Paid Quarterly. The objective of the Fund is to achieve increasing distributions on a calendar year basis with long term capital growth. The Fund may also invest in collective investment schemes. See latest fund factsheet for details.

Invesco Perpetual Distribution yes 4.7% More Info >
Income Paid Monthly. Invesco Perpetual Distribution offers a balance between both income and capital growth through investment in UK based equities and fixed interest securities. See latest fund factsheet for details.

Invesco Perpetual Monthly Income Plus yes 4.46% More Info >
Income Paid Monthly. Popular income fund that aims to achieve a high level of income whilst seeking to maximise total return through investing in high yielding corporate and Government bonds, together with UK equities. See latest fund factsheet for details.

Woodford Equity Income Fund yes 3.50% More Info >
Our selected partner for investing in Neil Woodford’s Equity Income fund is Barclays Stockbrokers, via their INVESTMENT ISA for new ISAs and ISA transfers, or their MARKETMASTER® ACCOUNT for non-ISA investments. Income Paid Quarterly.The fund’s investment objective is to provide investors with long-term appreciation through investing in stocks primarily listed on the UK stock exchanges. Up to 20% may be invested in international companies. The income objective is 10% higher than the FTSE All Share Index yield with an anticipated annual yield of 4.0%.
Newton Global Higher Income yes 4.7% More Info >
Income Paid Quarterly. The objective of the Sub-Fund is to achieve increasing annual distributions together with long-term capital growth from investing predominantly in global securities. The Sub-Fund may also invest in collective investment schemes. See latest fund factsheet for details.

Jupiter Merlin Income Portfolio yes 3.10% More Info >
Income Paid Quarterly. To achieve a high and rising income with some potential for capital growth by investing predominantly in unit trusts, OEICs, Exchange Traded Funds and other collective investment schemes across several management groups. The underlying funds invest in equities, fixed interest stocks, commodities and property, principally in the UK. See latest fund factsheet for details.

M&G; Global Dividend yes 3.27% More Info >
Income Paid Quarterly. The Fund aims to deliver a dividend yield above the market average, by investing mainly in a range of global equities. The Fund aims to grow distributions over the long-term whilst also maximising total return (the combination of income and growth of capital). See latest fund factsheet for details.
Kames Strategic Bond yes 2.95% More Info >
The primary investment objective is to maximise total return (income plus capital ) by investing in global debt instruments,denominated in any currency, ranging from AAA Government Bonds through to high yield and emerging market corporate bonds. At least 50% of the fund will be invested in sterling and other currency denominated bonds hedged back to sterling. See latest fund factsheet for details.

M&G; Optimal Income yes 2.44% More Info >
Income Paid Twice Yearly.The fund aims to provide a total return to investors based on exposure to optimal income streams in investment markets. The fund invests across a broad range of fixed income assets according to where the fund manager identifies value. See latest fund factsheet for details.

*Current Income Yields are Gross, Variable and Not Guaranteed
**Historic Yield reflects distributions declared over the past 12 months as a percentage of the mid-market price of the fund.
*** This is the target yield the fund aims to achieve per year, it is not guaranteed and could change according to prevailing market conditions. The target yield is net of basic rate tax.
Information correct as at 08/02/2012.

The value of investments and any return from them can fall as well as rise and you may not get back the full amount invested. Please ensure that you read the Important Risk Information below. 








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