BlackRock Global Funds (BGF) Global Allocation Fund
A Foundation for Every Portfolio
A History of Proven Performance
As the graph to the below illustrates, since its inception in 1997, the BGF Global Allocation Fund (Class A) has outperformed its peer group, stocks, bonds and cash investments. The fund's management team seeks to provide high total return with relatively low to moderate levels of risk, through its flexible mandate which allows the fund to seek the best investment opportunities worldwide.
Growth of a Hypothetical US$100,000 Investment From January 3, 1997 to December 31, 2012
* Class A inception date 1/3/97, † Benchmark index consists of the following: 36% S&P 500 Index, 24% FTSE World ex-US, 24% BofA/Merrill Lynch 5-Year Treasury Bond Index, 16% Citigroup Non-USD Government Bonds. ‡ Returns for Morningstar Peer Group in 1994 represent the period 1/31/94 - 12/31/94. § Global stocks are represented by the FTSE World Index which is a broad based capitalization-weighted index comprised of 2,200 equities from 24 countries in 12 regions, including the United States. || Global bonds are represented by Citigroup World Government Bond Index which includes the most significant and liquid government bond markets globally that carry at least an investment grade rating. Currently this includes all countries in the Citigroup EMU Governments Index (EGBI) and Australia, Canada, Denmark, Japan, Sweden, Switzerland, United Kingdom and the United States. Index weights are based on the market capitalization of qualifying outstanding debt stocks. # Cash is represented by the Merrill Lynch 3-Month Treasury Bill Index.
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