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BlackRock US Opportunities A Acc

Ranked 637 out of 877 in - US Small & Medium Companies 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 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 : 31/03/2016 - 31/03/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 5.3%
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

31/12/2016

Top 10 Holdings

Stock Size
USD Cash 2.45
Assured Guaranty Ltd ORD 1.57
BankUnited Inc ORD 1.50
NXP Semiconductors NV ORD 1.43
Advancepierre Foods Holdings Inc ORD 1.40
Hartford Financial Services Group Inc ORD 1.32
Stanley Black & Decker Inc ORD 1.31
Intercontinental Exchange Inc ORD 1.30
Project Ride PFD P/P 1.29
Snap-On Inc ORD 1.24
31/12/2016

Registered For Sale In

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

Fund Info

  • Launch date08/05/1987
  • Share Class size86Mn
  • 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).