TickerFund Data
← All funds
Target Date 2031 - 2035

BlackRock FutureWise 2033–37

Managed by BlackRock Fund Managers Ltd
Latest factsheet
Aug 2026
Fund size
£4.78bn
Yearly charge
0.01%
Manager fee
0.00%
Income yield
–
Holdings
15
Launched
28 Nov 2022

The Fund is a target date retirement fund intended for investors planning to retire between 2033 and 2037. 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 2035 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

PeriodFundSector averageBenchmarkvs sector
1M+2.65%–––
3M+1.31%–––
6M+9.08%–––
YTD+12.30%–––
1Y+21.95%–––
3Y+17.76%–––
Since launch+16.11%–––

Calendar-year performance

20212022202320242025
––+15.60%+19.45%+15.14%

Top holdings · top 10: 96.58%

#HoldingWeight
1ACS NORTH AMERICA ESG INSIGH CX1FB33.82%
2ACS US ESG INSIGHTS EQUITY F CX1FB28.84%
3FIDELITY EM EQUITY RESEARCH ENH UC13.00%
4ACS EUROPE EX UK ESG INSIGHT CX1FB6.00%
5ACS JAPAN ESG INSIGHTS EQUIT CX1FB5.64%
6ACS UK ESG INSIGHTS EQUITY F CX1FB2.87%
7FIDELITY GL CORP BD RS ENH PAB UCI2.50%
8FIDELITY ESG USD EM BOND UCITS ETF1.46%
9FIDELITY GL GOV BD CLIMATE AWARE U1.23%
10FIDELITY GL HY CRP BD RS ENH PAB U1.22%

Share classes

ClassISINSEDOLTypeHedgedManager feeYearly chargeMinimum
Class X1 British PoundGB00BN7DYX35–acc–0.00%0.01%–

Source factsheets

MonthPublished by the managerRead on
Aug 2026View original factsheet ↗14 Sept 2026
Jul 2026View original factsheet ↗23 Aug 2026
Jun 2026View original factsheet ↗2 Aug 2026
FCA reference 988113 · 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.