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BlackRock US Opportunities Portfolio;Institutional

Ranked 396 out of 869 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.

Simon McGeough

Objective

The Fund seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in equity securities issued by U.S. emerging capitalization companies with relatively attractive earnings growth potential and valuation.

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

Performance

US Small & Medium Companies over : 31/05/2016 - 31/05/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 6.3%
2016 7.2% -3.2% 3.0% 5.9% 1.6%
2015 -1.6% 5.2% 0.7% -9.5% 2.7%
2014 12.8% 2.6% 6.3% -3.0% 6.7%
2013 40.0% 12.6% 2.5% 10.3% 10.0%
2012 10.9% 11.6% -6.0% 3.7% 2.0%
2011 -9.2% 6.4% -0.7% -22.3% 10.8%
2010 24.9% 6.6% -10.1% 14.7% 13.7%
2009 36.3% -8.2% 19.2% 19.0% 4.6%
2008 -34.9% -9.5% 5.9% -13.0% -21.9%
2007 21.4% 5.4% 8.6% 3.4% 2.5%
2006 18.8% 15.0% -3.3% -0.7% 7.6%
2005 14.6% -2.4% 4.7% 8.7% 3.1%
2004 18.3% 4.6% 0.9% -0.7% 13.0%
2003 47.8% -2.6% 19.5% 8.2% 17.3%
2002 -38.7% -8.4% -16.0% -20.8% 0.6%
2001 -14.0% -22.1% 20.5% -25.5% 22.9%
2000 -31.6% 31.9% -3.7% -5.3% -43.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date01/05/1998
  • Share Class size710Mn
  • Base currencyUSD
  • ISIN US0919297608

Purchase Info

  • Min. initial investment2Mn
  • Min. regular additional investment0

Charges

  • Annual management0.82%

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