3 Sep 2013 - Fund Review: BlackRock Multi Opportunity Fund

Attached is our most recently updated Fund Review on the BlackRock Multi Opportunity Fund.  

We would like to highlight the following aspects of the Fund:

• The Fund offers broad diversification across asset classes including equities, fixed income, currencies and commodities with an attractive risk profile, having provided double digit returns since 2009 with low volatility.
• BlackRock's Active Scientific involves extensive research into every aspect of the investment process starting with the identification of fundamental investment insights. These are thoroughly tested to ensure that the outcome consistently adds to performance: Quantitative analysis is also applied to balance both performance and risk ensuring the position is only taken when the potential for reward is adequate.  Only insights meeting this multi level process are implemented into portfolios.
• The current strategy has seen the Fund provided double digit returns with only two negative months since May 2010, leading to annualised returns over the past 36 months (to July 2013) of 12.81% and a three year Sharpe Ratio of 4.62, significantly outperforming targeted returns and risk.  

Sean Webster

Research and Database Manager
Australian Fund Monitors