BlackRock Global Equity A Inc

Ranked 220 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Stuart Reeve

Stuart Reeve, managing director and portfolio manager, is a member of the Global Equity team within BlackRock's Alpha Strategies Group. He is the lead portfolio manager for Global Dividend portfolios, and also director of research for the Global Equity team. In addition, he is responsible for covering the consumer staples sector. Stuart's service with the firm dates back to 2005, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM Stuart had primary responsibility for the Global Equity team's investments in food, beverage and tobacco. Prior to joining MLIM in 2005, he was a Pan-European food, beverage and tobacco analyst with Credit Agricole Asset Management. He began his career with Touche Ross before joining Robert Fleming Securities, where he worked as a Pan-European beverages analyst. Stuart earned a BA with honours in Economics and History at the University of East Anglia in 1984.

Andrew Wheatley-Hubbard

Andrew Wheatley-Hubbard, CFA, vice president, is co-portfolio manager for the Global Dividend Income portfolios. He is also a research analyst responsible for covering industrial stocks for the Global Equity team. Prior to assuming his current role, Andrew worked for BlackRock in both London and Hong Kong. In previous roles, he was responsible for covering Singaporean and Global Real Estate equities. Andrew earned a BA and an MEng in Engineering from Cambridge University.

Objective

The Fund seeks to achieve long-term capital growth from investment primarily in a global portfolio of equity securities of successful companies domiciled in, or exercising a significant part of their economic activity in, developed markets. The Fund may also invest in collective investment schemes.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.7%
2018 -6.8% -8.9% 4.5% 5.4% -7.1%
2017 8.9% 6.1% 1.6% -1.9% 2.9%
2016 24.2% -0.9% 7.0% 11.0% 5.4%
2015 3.8% 9.0% -4.5% -8.2% 8.6%
2014 4.9% -2.1% 1.8% 1.4% 3.7%
2013 21.8% 16.0% 0.2% 0.5% 4.2%
2012 6.6% 12.8% -7.4% 1.4% 0.7%
2011 -15.6% 0.1% 1.1% -18.5% 2.3%
2010 17.0% 9.7% -13.3% 11.9% 10.0%
2009 21.7% -7.8% 7.8% 17.9% 3.8%
2008 -20.6% -11.6% 2.9% -12.8% 0.1%
2007 19.7% 1.4% 6.7% 7.2% 3.3%
2006 2.1% 5.6% -9.4% 2.3% 4.4%
2005 15.0% 1.4% 5.1% 8.1% -0.1%
2004 5.8% -0.2% 2.0% -0.6% 4.5%
2003 13.4% -1.5% 8.9% 0.8% 4.9%
2002 -26.5% 1.8% -14.4% -18.5% 3.5%
2001 -16.1% -11.9% 5.1% -19.2% 12.1%
2000 -3.0% 0.0% -11.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Telus Corp ORD 3.52%
Cisco Systems Inc ORD 3.29%
Rogers Communications Inc ORD 3.26%
Philip Morris International Inc ORD 3.25%
Johnson & Johnson ORD 2.89%
Deutsche Post AG ORD 2.86%
Amcor Ltd ORD 2.83%
Genuine Parts Co ORD 2.83%
Coca-Cola Co ORD 2.73%
British American Tobacco PLC ORD 2.68%
28/02/2019

Registered For Sale In

  1. United Arab Emirates
  2. United Kingdom

Fund Info

  • Launch date31/01/2000
  • Share Class size101Mn
  • Base currencyGBP
  • ISIN GB0000645019

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment5.00%

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