iShares Growth Portfolio UCITS ETF GBP-Hedged (Acc)
| Issuer: iShares |
| Asset Class: Alternative |
| TER: 25bps |
| Trading Currency: GBP |
| Pays Income: False |
| Listing Date: 16 Sep 2020 |
| Ticker: MAGG |
| ISIN: IE00BLLZQ912 |
This fund offers a comprehensive, one-stop solution for investors seeking long-term capital appreciation through a diversified, growth-oriented portfolio. It is structured as an actively managed 'fund of funds,' meaning it strategically invests in a curated selection of other iShares tracker funds to achieve its objectives. The core of the strategy is a significant allocation to global equities, designed to capture growth opportunities from thousands of companies across both developed and emerging economies. This approach provides broad market exposure while being managed within a specific risk-return framework aimed at growth, making it a convenient tool for building a core portfolio holding.
The portfolio's composition is heavily tilted towards equities, reflecting its growth mandate. The majority of assets are invested in funds tracking broad global stock market indices, ensuring wide diversification across sectors and geographies. In addition to equities, the fund maintains a smaller but meaningful allocation to global real estate securities through a dedicated REITs fund. This inclusion of property can offer valuable diversification benefits and act as a potential hedge against inflation. The fund is accumulating, meaning any dividends received from the underlying holdings are automatically reinvested to fuel further growth.
This product is ideally suited for investors with a long-term investment horizon and a higher tolerance for risk who desire a simplified, cost-effective way to gain globally diversified exposure. By consolidating multiple asset classes into a single, professionally managed product, it removes the complexity of selecting and rebalancing individual funds. It serves as an excellent foundational investment for those looking to build wealth over time without the need for hands-on management of asset allocation.
