BlackRock Charities Growth & Income Fund
SRI Style:
ESG Plus
SDR Labelling:
Unlabelled - promotes sustainable characteristics (has CFD)
Product:
Charity fund / trust
Fund Region:
Global
Fund Asset Type:
Multi Asset
Launch Date:
13/06/2019
Last Amended:
Dialshifter (
):
Fund/Portfolio Size:
£135.72m
(as at: 31/12/2025)
ISIN:
GB00BFBFWJ18
Sustainable, Responsible
&/or ESG Overview:
Fund manager unwilling to supply information
Primary fund last amended:
Information directly from fund manager.
Sustainable, Responsible &/or ESG Policy:
Objectives and Investment Policy
The Fund aims to provide a return on your investment (net of fees) over a period of 5 or more consecutive years beginning at the point of investment, generated through an increase to the value of the assets held by the Fund and/or income received from those assets.
The Fund has a flexible approach to asset allocation and will seek to achieve its investment objective through a variety of asset classes. The Fund will invest either directly or indirectly on a global basis in equity securities (e.g. shares), equity-related (ER) securities i.e. other investments whose value is related to equities), fixed income (FI) securities (e.g. bonds), FI-related securities (i.e. other investments whose value is related to fixed-income securities), money market instruments (MMIs) (e.g. debt instruments with short-term maturities), deposits, cash and near cash, property, commodities (such as precious metals and agricultural produce), other funds (including exchange traded funds) and other permitted alternative assets.
The Fund is actively managed and the above-mentioned asset classes and the extent to which the Fund is invested in these may vary without limitation depending on market conditions and other factors at the Investment Manager’s (IM) discretion in accordance with the Fund’s investment policy. In selecting these, the IM will limit and/or exclude (as applicable) direct investments in companies or issuers which, at the time of purchase, in the opinion of the IM, have exposure to, or ties with certain sectors (as detailed in the Fund’s prospectus and set out in full on the Fund’s product page at www.blackrock.com). In order to seek to comply with the investment policy, the IM will use MSCI Inc., or such other service provider deemed appropriate from time to time. The FI securities and MMIs may be issued by governments, government agencies, companies and supranationals (e.g. the International Bank for Reconstruction and Development) globally and may include investments with a relatively low credit rating or, in the case of FI securities and MMIs issued by companies, investments which are unrated.
(Source: KIID, as at January 2026)
SDR Labelling:
Unlabelled - promotes sustainable characteristics (has CFD)
- Consumer Facing Disclosure
SDR Literature:
| Fund Name | SRI Style | SDR Labelling | Product | Region | Asset Type | Launch Date | Last Amended |
|
|---|---|---|---|---|---|---|---|---|
BlackRock Charities Growth & Income Fund |
ESG Plus | Unlabelled - promotes sustainable characteristics (has CFD) | Charity fund / trust | Global | Multi Asset | 13/06/2019 | ||
|
Fund/Portfolio Size: £135.72m (as at: 31/12/2025) ISIN: GB00BFBFWJ18 |
||||||||
Sustainable, Responsible &/or ESG OverviewFund manager unwilling to supply information |
||||||||
|
Information received directly from Fund Manager |
||||||||
|
Please select what you would like to read:
Sustainable, Responsible &/or ESG Policy:Objectives and Investment Policy The Fund aims to provide a return on your investment (net of fees) over a period of 5 or more consecutive years beginning at the point of investment, generated through an increase to the value of the assets held by the Fund and/or income received from those assets. The Fund has a flexible approach to asset allocation and will seek to achieve its investment objective through a variety of asset classes. The Fund will invest either directly or indirectly on a global basis in equity securities (e.g. shares), equity-related (ER) securities i.e. other investments whose value is related to equities), fixed income (FI) securities (e.g. bonds), FI-related securities (i.e. other investments whose value is related to fixed-income securities), money market instruments (MMIs) (e.g. debt instruments with short-term maturities), deposits, cash and near cash, property, commodities (such as precious metals and agricultural produce), other funds (including exchange traded funds) and other permitted alternative assets. The Fund is actively managed and the above-mentioned asset classes and the extent to which the Fund is invested in these may vary without limitation depending on market conditions and other factors at the Investment Manager’s (IM) discretion in accordance with the Fund’s investment policy. In selecting these, the IM will limit and/or exclude (as applicable) direct investments in companies or issuers which, at the time of purchase, in the opinion of the IM, have exposure to, or ties with certain sectors (as detailed in the Fund’s prospectus and set out in full on the Fund’s product page at www.blackrock.com). In order to seek to comply with the investment policy, the IM will use MSCI Inc., or such other service provider deemed appropriate from time to time. The FI securities and MMIs may be issued by governments, government agencies, companies and supranationals (e.g. the International Bank for Reconstruction and Development) globally and may include investments with a relatively low credit rating or, in the case of FI securities and MMIs issued by companies, investments which are unrated. (Source: KIID, as at January 2026) SDR Labelling:Unlabelled - promotes sustainable characteristics (has CFD)
SDR Literature: |
||||||||