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BlackRock Allocation Target Shares Series M

Ranked 199 out of 357 in - US Dollar over 12 months
All calculations are in USD unless stated

Managed by

Akiva Dickstein

Akiva Dickstein has worked at BlackRock since 2009 where he manages mortgage bond funds with a fundamental and value investment style. Prior to joining BlackRock he worked for Merrill Lynch for eight years, after spending another eight years at Lehman Brothers. Akiva holds a BA in Economics and an MA in Physics from Yale and Princeton Universities respectively. In his spare time he enjoys hiking and reading.

Michael Heilbronn

Matthew Kraeger

Matthew Kraeger, managing director, is a lead portfolio manager for mortgage portfolios within BlackRock's Americas Fixed Income Alpha Strategies. He is responsible for the mortgage portfolio Team. Matthew has been a portfolio manager within the mortgage team since 2004, serving as a PM across both institutional accounts and retail funds. He has been a PM on the BlackRock GNMA Fund, which was ranked first in the Lipper Fund Awards GNMA category for both the 2008 and 2009 three year periods, along with the BlackRock US Mortgage Fund and the US Government Bond Portfolio. Matthew began his investment career as an analyst in BlackRock's operations department in 2000 and joined the Portfolio Analytic's Group in 2002. He earned a BS in Finance from Syracuse University in 2000.

Objective

The Fund seeks to maximize total return, consistent with income generation and prudent investment management. The Fund invests in several sectors of the bond market and individual securities within these sectors.

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

Performance

US Dollar over : 31/08/2016 - 31/08/2017
  • Rank 199/357 Total Return
  • Rank 126/357 Standard Deviation
  • Rank 132/357 Max Drawdown
Fund Name Currency Return
198 Deutsche Invest I USD Corporate Bonds USD LC USD

1.1%

199 Bridge Builder Core Bond Fund USD

1.1%

199 BlackRock Allocation Target Shares Series M USD

1.1%

201 UBS (Lux) Strategy SICAV - Fixed Income (USD) P-a

Currency exposure is hedged

Currency exposure is hedged

USD

1.1%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 0.7% 1.1%
2016 2.0% 2.2% 1.4% 0.7% -2.2%
2015 1.5% 1.3% -0.6% 1.1% -0.2%
2014 7.1% 2.4% 2.5% 0.3% 1.8%
2013 -1.8% -0.2% -3.1% 2.3% -0.7%
2012 6.0% 0.5% 2.2% 2.5% 0.6%
2011 14.0% 0.3% 4.1% 7.4% 1.7%
2010 8.5% 2.7% 5.5% 3.5% -3.2%
2009 8.6% 0.4% 2.0% 6.2% -0.1%
2008 -5.3% 0.8% -0.7% -2.5% -3.0%
2007 7.9% 1.2% -0.4% 2.9% 4.0%
2006 4.9% 0.9% 0.5% 2.4% 1.0%
2005 1.7% -0.6% 2.1% -0.2% 0.3%
2004 1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date01/10/2004
  • Share Class size680Mn
  • Base currencyUSD
  • ISIN US0924802012

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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