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BlackRock Core Bond Portfolio;Institutional

Ranked 164 out of 241 in - US Dollar Medium Term over 12 months
All calculations are in USD unless stated

Managed by

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.

Objective

The Fund seeks to maximize total return, consistent with income generation and prudent investment management. The Fund normally invests at least 80% of its assets in bonds and maintains an average portfolio duration that is within 20% of the duration of the benchmark, the Barclays Capital U.S. Aggregate Bond Index.

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

Performance

US Dollar Medium Term over : 31/01/2016 - 31/01/2017

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 2.5% 2.8% 2.1% 0.4% -2.8%
2015 0.5% 1.9% -1.8% 0.9% -0.6%
2014 6.7% 2.3% 2.3% 0.3% 1.6%
2013 -1.4% 0.1% -2.5% 1.0% 0.1%
2012 7.7% 1.5% 1.9% 2.8% 1.3%
2011 5.0% 0.1% 1.8% 2.3% 0.7%
2010 8.2% 2.5% 4.1% 3.3% -1.7%
2009 14.5% 0.8% 6.0% 6.2% 0.9%
2008 -8.0% -0.2% -0.7% -5.9% -1.5%
2007 6.2% 1.2% -0.9% 2.9% 2.9%
2006 4.4% 0.1% 0.1% 3.0% 1.1%
2005 2.1% -0.2% 2.7% -0.4% 0.0%
2004 4.5% 2.3% -1.9% 3.0% 1.1%
2003 -1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date09/12/1992
  • Share Class size1,758Mn
  • Base currencyUSD
  • ISIN US0919287476

Purchase Info

  • Min. initial investment2Mn
  • Min. regular additional investment0

Charges

  • Annual management0.32%

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