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BlackRock Balanced Capital Fund;Institutional

Ranked 30 out of 198 in - Aggressive USD over 12 months
All calculations are in USD unless stated

Managed by

Philip Green

Phil Green, managing Director, is head of the Multi-Asset Portfolio Strategies (MAPS) group. The MAPS team is responsible for managing global tactical asset allocation products as well as outcome products, including a managed volatility product, a real return product and a target date product. Phil's service with the firm dates back to 1999, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, he managed global tactical asset allocation and portable alpha products. Prior to joining MLIM, he was a portfolio manager at Bankers Trust Company. During his career, Phil has managed quantitative equity products, global tactical asset allocation products, active currency products, portable alpha products and portfolio insurance products. He is the author of many articles on investing, some of which have been published in the Financial Analysts Journal, Journal of Foreign Exchange & Money Markets, and the Journal of Investing. Phil earned a BSc in Economics from the Wharton School of the University of Pennsylvania and an MBA in Finance from the Stern School of Business of New York University.

Bob Miller

Bob Miller, managing director, is head multi-sector and rates within BlackRock's Americas Fixed Income Alpha Strategies and a member of the Americas Fixed Income Executive Team. He is a portfolio manager of BlackRock's Core Bond, Total Return, and Strategic Income Opportunities funds. Prior to joining BlackRock in 2011, Bob was a co-founder and partner at the Round Table Investment Management Company, a multi-strategy, research-based investment company, where he managed a global macro strategy. Previously, Bob spent 20 years at Bank of America, where he served in a variety of roles, most recently as senior portfolio manager for the bank's proprietary multi-asset class investment portfolio. Bob managed global equity and credit, global interest rate derivative, and sovereign debt portfolios during his tenure at Bank of America. He is a Trustee of Davidson College, a member of the Executive Committee and Chairman of the Investment Committee. He is also actively involved with the Davidson July Experience program. Bob is a former Trustee and past Chairman of the Board at Trinity Episcopal School, and remains a member of the Friends of Trinity Board. He earned a BA in Economics from Davidson College.

Rick Rieder

Rick Rieder is a managing director and BlackRock's chief investment officer of fundamental fixed income, co-head of Americas fixed income and a member of the executive committee of the firm-wide alpha strategy business. He is also a member of BlackRock's firm-wide Operating, Leadership, and Philanthropy Committees. Before joining BlackRock in 2009, Rieder was president and CEO of R3 Capital Partners. He served as vice chairman and member of the Borrowing Committee for the U.S. Treasury. Rieder is currently a member of the Federal Reserve Bank of New York's Investment Advisory Committee on Financial Markets, and was recently elected as the 2013 inductee into the Fixed Income Analysts Society Fixed Income Hall of Fame. From 1987 to 2008, Rieder was with Lehman Brothers, most recently as head of the firm's Global Principal Strategies team. Before joining Lehman Brothers, Rieder was a credit analyst at SunTrust Banks in Atlanta.

Peter Stournaras

Peter Stournaras, CFA, managing director and portfolio manager of the BlackRock Large Cap Series Funds, is a member of the Fundamental Equity division of BlackRock's Alpha Strategies Group. Prior to joining BlackRock in 2010, Peter was the director of Quantitative Active Management at Northern Trust Company, where he was responsible for a team of portfolio managers and analysts, conducted research as well as developed and implemented quantitative investment strategies. Previously, he was a portfolio manager at Smith Barney, where he partnered with fundamental analysts to manage $1.5 billion in funds and separate accounts. Peter began his investment career at Citigroup Asset Management, where he held a number of positions based in New York, Stamford and London. His investment career spans 19 years. Peter earned a BSc in Management Information Systems from Rensselaer Polytechnic Institute in 1995 and an MBA from Columbia Business School in 2006.

Objective

The Fund seeks the highest total investment return consistent with prudent risk through a fully managed investment policy utilizing equity, debt, and convertible securities.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Aggressive USD over : 30/11/2015 - 30/11/2016

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 0.5% 0.8% 3.5%
2015 0.4% 0.9% -0.5% -3.9% 4.0%
2014 11.0% 2.4% 2.8% 0.9% 4.4%
2013 20.4% 6.3% 0.5% 4.4% 8.0%
2012 12.8% 8.5% -2.4% 5.5% 0.9%
2011 2.9% 6.1% 2.4% -12.1% 7.8%
2010 11.1% 4.7% -6.7% 6.7% 6.5%
2009 18.6% -7.2% 9.9% 11.5% 4.3%
2008 -28.1% -5.0% -2.3% -8.6% -15.2%
2007 5.6% 1.2% 4.8% 1.8% -2.2%
2006 14.8% 3.5% -0.1% 5.3% 5.5%
2005 4.3% -0.7% 0.5% 2.3% 2.2%
2004 8.2% 1.7% 0.7% -0.3% 5.9%
2003 21.5% -2.4% 11.9% 1.2% 9.8%
2002 -13.4% 3.2% -7.9% -13.4% 5.2%
2001 -4.8% -6.6% 4.0% -9.9% 8.7%
2000 7.8% 1.8% -1.5% 5.3% 2.0%
1999 4.5% 1.8% 6.5% -7.0% 3.7%
1998 6.2% 8.8% -0.9% -11.4% 11.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date08/11/1973
  • Share Class size358Mn
  • Base currencyUSD
  • ISIN US09251C5067

Purchase Info

  • Min. initial investment2Mn
  • Min. regular additional investment0

Charges

  • Annual management0.11%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).