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Target Date 2036 - 2040
BlackRock FutureWise 2038-42
Managed by BlackRock Fund Managers Ltd
Latest factsheet
Jul 2026
Fund size
£4.83bn
Yearly charge
0.01%
Manager fee
0.00%
Income yield
–
Holdings
9
Launched
8 Jan 2025
The Fund is a target date retirement fund intended for investors planning to retire between 2038 and 2042. The Fund aims to provide a return on your investment (generated through an increase in the value of assets held by the Fund and/or income from those assets) and support, from its maturity date of 30 June 2040 until its termination, a regular draw down. It will gradually adjust its asset mix over time save that, from its maturity date, its asset mix will remain stable, whilst incorporating the environmental, social and governance (ESG) commitments described below.
Maeve Tsivanidis (Portfolio Manager)
Cumulative performance
| Period | Fund | Sector average | Benchmark | vs sector |
|---|---|---|---|---|
| 1M | -1.12% | – | – | – |
| 3M | +6.06% | – | – | – |
| 6M | +9.52% | – | – | – |
| YTD | +9.85% | – | – | – |
| 1Y | +19.08% | – | – | – |
| Since launch | +15.14% | – | – | – |
Calendar-year performance
| 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| – | – | – | – | – |
Top holdings · top 10: 100.00%
| # | Holding | Weight | |
|---|---|---|---|
| 1 | ACS NORTH AMERICA ESG INSIGH CX1FF | 34.04% | |
| 2 | ACS US ESG INSIGHTS EQUITY F CX1FF | 33.87% | |
| 3 | FIDELITY EM EQUITY RESEARCH ENH UC | 13.35% | |
| 4 | ACS EUROPE EX UK ESG INSIGHT CX1FF | 7.02% | |
| 5 | ACS JAPAN ESG INSIGHTS EQUIT CX1FF | 6.00% | |
| 6 | ACS UK ESG INSIGHTS EQUITY F CX1FF | 3.16% | |
| 7 | FIDELITY PJ RESEARCH ENHANCE ETF A | 1.23% | |
| 8 | ISHARES ED SP500 MIN VOL ETF $ ACC | 1.00% | |
| 9 | BLK ICS GBP LIQ AGENCY DIS | 0.32% | |
| 10 | ISHS MSCI USA CTB EN ESG UCITS ETF | 0.01% |
Share classes
| Class | ISIN | SEDOL | Type | Hedged | Manager fee | Yearly charge | Minimum |
|---|---|---|---|---|---|---|---|
| Class X1 Acc British Pound | GB00BPF0H970 | – | acc | – | 0.00% | 0.01% | – |
Source factsheets
| Month | Published by the manager | Read on |
|---|---|---|
| Jul 2026 | View original factsheet ↗ | 23 Aug 2026 |
| Jun 2026 | View original factsheet ↗ | 2 Aug 2026 |