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You are here: Manager factsheet

Conan McKenzie
BlackRock, BlackRock (Luxembourg) S.A., BlackRock (Channel Island)
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Manager profile
Conan McKenzie, CFA, Director and portfolio manager, is a member of the Diversified Strategies team within BlackRock's Multi-Asset Strategies (MAS) group. Within Diversified Strategies, Mr. McKenzie is involved in managing both benchmarked and outcome oriented funds. As with Mr. Ryan, Mr. McKenzie has portfolio management responsibilities across the charities funds and DDG. Conan has been a portfolio manager on the charities funds since April 2013. He also leads the team's ESG research agenda that drives the potential for ESG-related thematic investments, as well as alternative investment opportunities and third party manager research. Mr. McKenzie holds a MA degree in History & Politics from the University of Oxford, and is a CFA Charterholder. His service with the firm dates back to 2011.
Total return for Conan McKenzie
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Conan McKenzie

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Conan McKenzie 14.8 -1.6 -9.4 15.2 5.6 6.2 0.2 10.6 8.3 6.1
Peer Group Composite 13.4 1.6 -8.9 15.4 0.5 7.1 -1.7 8.3 15.1 4.5
Over / Under 1.4 -3.2 -0.5 -0.2 5.1 -0.9 1.9 2.3 -6.8 1.6
Performance vs peer group composite: Conan McKenzie
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
BlackRock Catholic Charities Growth & Income Co-managed UT Mixed Investment 40-85% Shares since Oct 31 2006 to present
BlackRock Armed Forces Charities Growth & Income Co-managed UT Mixed Investment 40-85% Shares since Feb 01 2015 to present
BlackRock Balanced Growth Portfolio Co-managed UT Mixed Investment 40-85% Shares since May 01 2018 to present
BlackRock BCIF Balanced Managed Co-managed UT Mixed Investment 40-85% Shares since May 01 2018 to present
BlackRock GF ESG Multi Asset Co-managed FO Mixed Asset - Flexible since May 01 2018 to present
BlackRock Institutional Dynamic Diversified Growth Co-managed FO Mixed Asset - Flexible since May 01 2018 to present
BlackRock SF Dynamic Diversified Growth Co-managed FO Mixed Asset - Flexible since May 01 2018 to present
BlackRock Dynamic Diversified Growth Co-managed UT Specialist since Jun 01 2023 to present
BlackRock Dynamic Allocation Co-managed UT Specialist since Mar 01 2024 to present
Funds managed previously
Fund Periods
BlackRock Dynamic Allocation since Apr 14 2015 to Jun 30 2018
BlackRock Armed Forces Charities Growth & Income since Mar 31 2015 to Nov 29 2016
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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