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BlackRock High Equity Income Fund;Institutional

Ranked 394 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.

Kyle McClements

Franco Tapia

David Zhao

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 : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.3% 3.6% 3.5%
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 size407Mn
  • 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).