TickerFund Data
← All funds
Target Date 2026 - 2030

BlackRock LifePath Target Date Fund 2030

Managed by BlackRock Fund Managers LtdPart of BlackRock Investment Funds
Latest factsheet
Jul 2026
Fund size
£16.7m
Yearly charge
0.05%
Manager fee
0.00%
Income yield
Holdings
18
Launched
6 Dec 2023

The Fund aims to achieve a return on your investment (generated through an increase in the value of the assets held by the Fund and/or income received from those assets) for investors planning to retire between 2028 and 2032 by investing primarily in other funds and changing its asset mix over time, whilst incorporating certain environmental, social and governance (ESG) commitments (as described below). The Fund intends to gain indirect exposure globally to equity securities (e.g. shares), fixed income (FI) securities (such as bonds) and alternative assets (such as property and commodities) by investing at least 70% of its total assets in other funds. The Fund may also invest directly in equity securities, FI securities, MMIs (i.e. debt securities with short-term maturities), deposits and cash.

Michael Pensky · Christopher Chung · Steven Dare · Steve Walker

Cumulative performance

PeriodFundSector averageBenchmarkvs sector
1M-1.21%
3M+3.09%
6M+4.74%
YTD+4.85%
1Y+9.38%
Since launch+10.15%

Calendar-year performance

20242025
+9.33%+8.89%

Top holdings · top 10: 89.72%

#HoldingWeight
1ISH DEV WLD FOSS SC X ACC GBP (UK)18.86%
2ISHRS OSEAS GOV BD IDX (UK) X ACC18.82%
3ISHR UK GLT ALL STKS IDX(UK) X ACC9.49%
4ISHS MSCI USA CTB EN ESG UCITS ETF8.25%
5ISHARES US EQ SCR OP IND X ACC8.17%
6ISH UP 10 YRS GIL IND LINKD X ACC8.14%
7ISH ESG SCR OS COR B ID (UK) X ACC7.25%
8ISHS MSCI EUR CTB EN ESG UCITS ETF3.69%
9ISHRS EM MRKT SCR OP IND X ACC3.60%
10ISHRS E SCR COR BD IN FD UK X ACC3.45%

Share classes

ClassISINSEDOLTypeHedgedManager feeYearly chargeMinimum
Class X Acc British PoundGB00BRTCPY41acc0.00%0.05%
GB00BRTCQ960
GB00BRTCQ853

Source factsheets

MonthPublished by the managerRead on
Jul 2026View original factsheet ↗23 Aug 2026
Jun 2026View original factsheet ↗2 Aug 2026
FCA reference 1006671 · Check this fund on the FCA register ↗
Figures are read from the manager’s own published factsheet and may lag the market. Past performance is not a guide to future returns, and your capital is at risk. This is information, not advice.