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BlackRock Global Equity A Inc

Ranked 562 out of 3118 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 : 31/05/2016 - 31/05/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 7.4%
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

31/03/2017

Top 10 Holdings

Stock Size
Alphabet Inc ORD 3.15
Alibaba Group Holding Ltd DR 2.20
Apple Inc ORD 2.15
Wells Fargo & Co ORD 1.52
Ping An Insurance Group Co of China Ltd ORD 1.50
American International Group Inc ORD 1.42
UniCredit SpA ORD 1.41
Amazon.com Inc ORD 1.30
Mastercard Inc ORD 1.26
Facebook Inc ORD 1.21
31/03/2017

Registered For Sale In

  1. United Arab Emirates
  2. United Kingdom

Fund Info

  • Launch date31/01/2000
  • Share Class size122Mn
  • 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).