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BlackRock US Opportunities A Acc

Ranked 599 out of 862 in - US Small & Medium Companies over 12 months
All calculations are in USD unless stated

Managed by

Antonio DeSpirito

Antonio DeSpirito graduated from the Univeristy of Pennsylvania with a BS degree in economics and finance and also graduated from the Harvard Law School with a JD in law. He started his career in 1993 with Ropes & Gray LLP where he was an attorney. From 1996 he was managing principal and a portfolio manager at Pzena Investment Management before moving to BlackRock in 2014.

Franco Tapia

David Zhao

Objective

The Fund aims to achieve long-term capital growth on your investment by investing primarily in the shares of medium and smaller companies which are incorporated in, or listed on, stock exchanges in the United States. Small and medium companies are companies which, at the time of purchase, form the bottom 30% of United States stock markets by market capitalisation. Market capitalisation is the share price of the company multiplied by the number of shares issued. The Fund has the flexibility to invest outside of the asset class and sector set out above.

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

Performance

US Small & Medium Companies over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.3% 0.5% 2.5%
2016 7.3% -3.7% 0.7% 7.2% 3.2%
2015 -2.1% 5.0% 0.3% -11.3% 4.9%
2014 11.7% 1.3% 6.6% -2.2% 5.7%
2013 39.6% 13.8% 2.1% 9.8% 9.5%
2012 6.9% 10.3% -7.2% 4.6% -0.1%
2011 -11.0% 4.3% -1.5% -20.7% 9.3%
2010 24.6% 5.7% -10.0% 13.5% 15.4%
2009 42.0% -6.6% 20.9% 18.8% 5.8%
2008 -40.6% -9.9% 4.3% -19.2% -21.8%
2007 13.0% 3.3% 8.9% 1.0% -0.5%
2006 10.0% 14.2% -7.7% -0.1% 4.5%
2005 13.5% -4.1% 5.3% 8.8% 3.4%
2004 12.8% 2.3% -0.1% -2.4% 13.0%
2003 42.8% 0.6% 18.2% 9.4% 9.9%
2002 -27.1% -2.4% -15.3% -11.6% -0.2%
2001 -15.2% -26.4% 18.0% -22.6% 26.0%
2000 2.6% 22.5% -3.5% 1.7% -14.6%
1999 98.4% 8.4% 18.3% 1.9% 51.8%
1998 0.7% 10.9% -3.1% -23.7% 22.8%
1997 15.3% -6.3% 8.3% 14.5% -0.7%
1996 24.6% 11.8% 9.7% 6.9% -5.0%
1995 -2.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
CDW Corp ORD 2.38
Analog Devices Inc ORD 2.27
FirstEnergy Corp ORD 2.15
Great Plains Energy Inc ORD 2.10
Cummins Inc ORD 2.08
Assurant Inc ORD 2.07
SunTrust Banks Inc ORD 2.03
Regions Financial Corp ORD 2.02
Telephone and Data Systems Inc ORD 1.97
Lamar Advertising Co ORD 1.97
31/07/2017

Registered For Sale In

  1. Guernsey
  2. Isle of Man
  3. Jersey
  4. United Kingdom

Fund Info

  • Launch date08/05/1987
  • Share Class size92Mn
  • Base currencyGBP
  • ISIN GB0005811855

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).