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BlackRock Global Equity A Inc

Ranked 425 out of 3091 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Tom Callan

Tom Callan was born in the USA in 1959. He graduated from Boston College with a BA degree in economics. Tom started his career at PNC Bank in 1988 where he was a personal trust portfolio manager. In 1992 he worked as a healthcare and international equity analyst at PNC Asset Management Group. Tom joined BlackRock in 1998 where he is currently a portfolio manager and team leader. He has over 22 years of investment experience and is a Chartered Financial Analyst. Tom is a also a member of the Financial Analysts of Philadelphia. Outside of fund management he enjoys cycling, architecture, visual arts and international travel.

Ian Jamieson

Ian Jamieson, CFA, managing director and portfolio manager, is a member of BlackRock's Global Opportunities equity team. He is lead portfolio manager for the consumer and telecommunications sectors, lead product manager for the global multi-cap portfolio and the US and global small-mid cap equity portfolios, and a member of the team's Investment Strategy Group. Ian moved to his current role in 2003. He was previously a member of BlackRock's Large Cap Core equity and operations teams. Before joining BlackRock in 1999, he was a client relationship manager with Morgan Stanley Institutional Investment Management from 1996 to 1999. He began his career as an investment broker in 1995. Ian earned a BSc in Finance from Pennsylvania State University in 1995.

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 : 31/03/2016 - 31/03/2017

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

31/12/2016

Top 10 Holdings

Stock Size
USD Cash 4.45
Alphabet Inc ORD 2.83
Apple Inc ORD 1.90
Anheuser Busch Inbev NV ORD 1.90
Citigroup Inc ORD 1.70
Alibaba Group Holding Ltd DR 1.68
Wells Fargo & Co ORD 1.65
Starbucks Corp ORD 1.47
SoftBank Group Corp ORD 1.38
Sumitomo Mitsui Financial Group Inc ORD 1.32
31/12/2016

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).