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BlackRock Global Opportunities Portfolio;Inv A

Ranked 800 out of 3118 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.

Simon McGeough

Objective

The Fund seeks long-term capital appreciation. The Fund invests at least 75% of its assets in global equity securities of any market capitalization. The Fund primarily buys common stock but may also invest in preferred stock and convertible securities and may invest up to 25% of assets in global fixed income securities.

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

Performance

Global over : 31/05/2016 - 31/05/2017
  • Rank 800/3118 Total Return
  • Rank 781/3118 Standard Deviation
  • Rank 1104/3118 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 7.4%
2016 3.0% -3.4% 1.6% 6.2% -1.2%
2015 0.4% 4.9% 1.5% -10.1% 4.8%
2014 -4.6% -1.4% 1.7% -4.6% -0.3%
2013 29.9% 8.4% 0.4% 8.3% 10.2%
2012 14.5% 10.4% -6.4% 6.9% 3.6%
2011 -12.4% 2.0% 0.7% -20.9% 7.8%
2010 10.6% 1.5% -13.1% 14.6% 9.4%
2009 34.5% -10.7% 24.0% 16.9% 3.8%
2008 -38.8% -8.5% 3.4% -17.5% -21.6%
2007 21.1% 4.3% 8.8% 6.1% 0.7%
2006 -2.7% 1.3% 10.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date31/01/2006
  • Share Class size169Mn
  • Base currencyUSD
  • ISIN US0919372435

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management0.88%
  • Initial investment0

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