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BlackRock Global Equity A Inc

Ranked 1868 out of 3178 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Stuart Reeve

Stuart Reeve, managing director and portfolio manager, is a member of the Global Equity team within BlackRock's Alpha Strategies Group. He is the lead portfolio manager for Global Dividend portfolios, and also director of research for the Global Equity team. In addition, he is responsible for covering the consumer staples sector. Stuart's service with the firm dates back to 2005, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM Stuart had primary responsibility for the Global Equity team's investments in food, beverage and tobacco. Prior to joining MLIM in 2005, he was a Pan-European food, beverage and tobacco analyst with Credit Agricole Asset Management. He began his career with Touche Ross before joining Robert Fleming Securities, where he worked as a Pan-European beverages analyst. Stuart earned a BA with honours in Economics and History at the University of East Anglia in 1984.

Andrew Wheatley-Hubbard

Andrew Wheatley-Hubbard, CFA, vice president, is co-portfolio manager for the Global Dividend Income portfolios. He is also a research analyst responsible for covering industrial stocks for the Global Equity team. Prior to assuming his current role, Andrew worked for BlackRock in both London and Hong Kong. In previous roles, he was responsible for covering Singaporean and Global Real Estate equities. Andrew earned a BA and an MEng in Engineering from Cambridge University.

Objective

The Fund seeks to achieve long-term capital growth from investment primarily in a global portfolio of equity securities of successful companies domiciled in, or exercising a significant part of their economic activity in, developed markets. The Fund may also invest in collective investment schemes.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global over : 31/07/2016 - 31/07/2017
  • Rank 1868/3178 Total Return
  • Rank 1143/3178 Standard Deviation
  • Rank 730/3178 Max Drawdown
Fund Name Currency Loss
730 Perspective Quality Stocks 90 Tim Short Term USD 3 USD

-1.9%

730 Los Angeles Capital Global A EUR Acc USD

-1.9%

730 BlackRock Global Equity A Inc USD

-1.9%

730 BBVA Mejores Ideas (Cubierto) MF, FI

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.9%

730 Security WVP Global USD

-1.9%

730 SEB Dynamisk Aktiefond USD

-1.9%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 7.4% 5.5%
2016 4.1% -3.3% -0.5% 7.9% 0.3%
2015 -1.9% 3.7% 1.2% -11.5% 5.7%
2014 -1.3% -1.4% 4.4% -3.8% -0.3%
2013 24.1% 8.4% 0.1% 7.3% 6.6%
2012 11.5% 16.0% -9.1% 4.4% 1.3%
2011 -16.3% 2.5% 1.3% -20.9% 2.1%
2010 13.5% 3.1% -14.5% 17.9% 9.3%
2009 36.7% -8.1% 23.8% 14.5% 4.8%
2008 -42.6% -11.7% 3.0% -21.9% -19.3%
2007 21.8% 1.6% 9.1% 8.8% 1.0%
2006 16.4% 6.7% -3.4% 3.3% 9.4%
2005 8.6% -0.2% -0.4% 6.7% 2.3%
2004 13.4% 2.5% 0.6% -0.8% 10.9%
2003 26.1% -3.3% 13.7% 1.5% 13.1%
2002 -18.7% -0.4% -8.4% -15.9% 6.0%
2001 -18.3% -16.1% 4.0% -15.6% 11.0%
2000 -7.9% -2.3% -10.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/05/2017

Top 10 Holdings

Stock Size
Altria Group Inc ORD 4.03
British American Tobacco PLC ORD 4.01
AstraZeneca PLC ORD 3.60
Novartis AG ORD 3.33
Imperial Brands PLC ORD 3.31
Johnson & Johnson ORD 3.21
Philip Morris International Inc ORD 3.00
Nestle SA ORD 2.82
Rogers Communications Inc ORD 2.79
Sanofi SA ORD 2.78
31/05/2017

Registered For Sale In

  1. United Arab Emirates
  2. United Kingdom

Fund Info

  • Launch date31/01/2000
  • Share Class size121Mn
  • Base currencyGBP
  • ISIN GB0000645019

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment5

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).