Albums

Unconstrained

The Unconstrained Investment Album features an expertly managed portfolio aiming to outperform the market over the long-term.
Capital at risk. The value of investments and the income from them can fall as well as rise and is not guaranteed. Learn more.

The Unconstrained Investment Album is designed to outperform the market over the long-term. Unconstrained invests into BlackRocks Global Unconstrained Equities fund, following a high-conviction approach, whereby a limited number of stocks are expertly selected with the aim of generating superior returns over the long-term.

Taking on a long-term approach is designed to:

  1. Avoid timing the market
  2. Take advantage of compounding

This Investment Album follows a high-conviction approach, meaning its overall strategy is to keep the core holdings of the fund relatively unchanged, regardless of market conditions.

This strategy is however associated with higher risks due to its lack of diversification as a result of the fund concentrating on a small number of stocks rather than a fully-diversified portfolio made up of hundreds if not thousands of stocks.

The Unconstrained could be suitable for someone looking for:

    • The potential for superior returns with associated high risk.
    • A long-term investment focus to access the power of compounding
    • To tap into the expertise of star fund managers.

Please ensure you read through all the information before selecting an investment album, as their suitability may depend on appropriate knowledge, appetite and attitude to risk.

Fund inception date
21 January 2020

Cumulative performance

As of 20 May 2024

YTD 1m 3m 6m 1y
10.1%  1.7%  1.6%  15.2%  17.6% 

The cumulative performance of our investments is the total percentage of movement in the performance of the underlying securities over the periods shown where ‘m’ denotes month and ‘y’ denotes year.
Net underlying fees

Calendar Year performance

2023 2022 2021 2020 2019
25.7% -16.2% 34.4% n/a n/a

This data shows the fund’s performance as the percentage loss or gain per year. It can help you to assess how the fund has been managed in the past.
The figures shown relate to past performance. Past performance is not a reliable indicator of future performance. Markets could develop very differently in the future.

Share Class and Benchmark performance displayed in GBP hedged Share Class Benchmark performance is displayed in USD.

Performance is shown on a Net Asset Value (NAV) basis, with gross income reinvested where applicable. The return of your investment may increase or decrease as a result of currency fluctuations if your investment is made in a currency other than that used in the past performance calculation. Source: Morningstar.

The funds in this Investment Album have their own charges levied by the fund managers, which are charged at source and reflected in your investment valuation. This underlying fund manager’s fees are available at  in the KIIDs listed below.

The ESG Key Info of this Investment Playlist is provided by MSCI and their coverage varies. Further information is available on our website and at globalxetfs.com.

Capital at risk. The value of investments and the income from them can fall as well as rise and is not guaranteed. Learn more here.

Fund ISIN SEDOL KIID
BlackRock Global Unconstrained Equity Fund UK Class D GBP Acc GB00BFK3ML85 BFK3ML8 View

Overall Risk

6/7