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BlackRock International Opportunities Port;Inst

Ranked 289 out of 476 in - Global ex US 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 by investing 65% of its assets in small cap stocks of foreign issuers in countries included in the Salomon Brothers Extended Markets World Ex-US Index.

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

Performance

Global ex US over : 31/03/2016 - 31/03/2017
  • Rank 289/476 Total Return
  • Rank 175/476 Standard Deviation
  • Rank 205/476 Max Drawdown
Fund Name Currency Return
287 AMG Renaissance International Equity Fund;Z USD

9.1%

288 PH&N Currency Hedged Oversea Equity Sr D

Currency exposure is hedged

Currency exposure is hedged

CAD

9.1%

289 BlackRock International Opportunities Port;Inst USD

9.1%

290 T Rowe Price International Value Equity Fd USD

9.1%

291 First Eagle Overseas Fund;A USD

9.0%

291 STAAR International Fund USD

9.0%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 5.1%
2016 0.8% -2.8% -0.2% 7.6% -3.4%
2015 -0.7% 5.3% 3.5% -12.0% 3.7%
2014 -11.2% -1.2% -0.2% -6.6% -3.6%
2013 22.5% 5.3% -0.3% 7.2% 8.8%
2012 18.4% 10.5% -6.6% 8.1% 6.1%
2011 -14.2% 2.2% 2.2% -22.3% 5.9%
2010 11.7% 0.8% -12.7% 17.6% 7.9%
2009 36.9% -11.1% 28.2% 17.4% 2.4%
2008 -43.1% -5.1% -0.7% -24.4% -20.1%
2007 18.5% 6.2% 8.9% 5.4% -2.7%
2006 31.9% 12.3% -1.6% 3.6% 15.3%
2005 32.2% 2.4% 0.1% 16.4% 10.8%
2004 24.0% 6.0% -3.7% 2.1% 19.0%
2003 49.3% -3.9% 16.0% 13.9% 17.6%
2002 -3.0% 12.4% 0.6% -16.9% 3.2%
2001 -17.2% -13.6% 2.7% -14.4% 9.1%
2000 -8.1% 24.6% -13.8% -1.7% -13.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date26/09/1997
  • Share Class size287Mn
  • Base currencyUSD
  • ISIN US0919291098

Purchase Info

  • Min. initial investment2Mn
  • Min. regular additional investment0

Charges

  • Annual management0.90%

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