XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
BlackRock Global Funds - World Energy Fund Class A2 USD: holdings, performance and fees
1Y return+41.2%
3Y return+43.0%
5Y return+168.6%
OCF (ongoing charge)2.06%
Top 10 holdings
| Holding | Weight |
|---|---|
| SHELL PLC | 9.3% |
| CHEVRON CORP NEW | 9.0% |
| TOTALENERGIES SE | 8.8% |
| EXXONMOBIL HOLDINGS CORP | 8.7% |
| VALERO ENERGY CORPORATION | 4.8% |
| Marathon Oil Corp ORD | 4.8% |
| SUNCOR ENERGY INC (CANADA) | 4.7% |
| CANADIAN NATURAL RESOURCES LIMITED | 4.6% |
| TC ENERGY CORPORATION | 4.5% |
| TARGA RESOURCES CORP. | 4.4% |
Top sectors
- Energy100.0%
Top countries
- International100.0%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
Powered by Claude
FREE PREVIEW
Sign up free to unlock the full AI analysis →
UP—
PREMIUM
PREMIUM
Positives
Risks
600 adviser votes
Upgrade for full forecast →
This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN