Change to investment policy – BlackRock UK funds

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Change to investment policy – BlackRock UK funds

BlackRock has announced a change to the investment policies of its range of unit trusts which took effect from 7 August 2019.

Impacts on
these guided-architecture products

Impacts on
open architecture products including

  • PIMS
  • Choice
  • Select

Funds available in our guided-architecture products

The Funds can be found in our guided architecture product Kudos. A list of the affected funds can be found in the table below. 

 

You can view a copy of the BlackRock notification documents opposite. 

 

The following link will take you to the BlackRock website where you can view the old and new investment policies of the affected funds in detail. 

 

Fund name

BlackRock UK Fund 

BlackRock UK Special Situations Fund 

BlackRock UK Smaller Companies Fund 

BlackRock Gold and General Fund

 

Funds available in our open-architecture products

 

Various funds in our open-architecture products will be subject to an investment policy wording update. Please see the BlackRock notification attached opposite for further information. 

 

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For more information about BlackRock visit https://www.blackrock.com/lu