Murali Balaraman holds a BComm degree from Delhi University and an MBA degree from the Indian Institute of Management. He is a managing director and portfolio manager at BlackRock and is a member of BlackRock’s global small cap team. He joined the company in 1994, including his time with Merril Lynch Investment Managers (MLIM) which merged with BlackRock in 2006. He originally joined MLIM in 1994 and left in 1997 to work for Atlas Capital Management and was director of investments at Samuel Asset Management before rejoining in MLIM in 1998. Prior to this he worked for DSO Financial Consultants as an assistant vice president and an investment editor for Business Standard in Delhi. Murali is a CFA Charterholder.
John Coyle holds a BA in Economics form LaSalle College and an MBA in Finance from Pace University. He is a managing director and portfolio manager at BlackRock and is a member of BlackRock’s global small cap equity team. He joined the company back in 1998, including his time with Merrill Lynch Investment Managers (MLIM). Before joined MLIM in 2004, John was managing director and portfolio manager at Bear Stearns Asset Management. Prior to this he worked for Bankers Trust Corporation from 1997 to 1998 where he was a vice president and senior equity analyst and before this he worked for Standard and Poor's Corporation as a senior investment officer. John is a CFA Charterholder.
The Fund seeks to maximise total return. The Fund invests globally at least 70% of its total assets in the equity securities of smaller capitalisation companies. Smaller capitalisation companies are considered companies which, at the time of purchase, form the bottom 20% by market capitalisation of global stock markets. Although it is likely that most of the Fund's investments will be in companies located in developed markets globally, the Fund may also invest in the emerging markets of the world. Currency exposure is flexibly managed.
Top 10 Holdings
|Cable ONE Inc ORD||1.44|
|NuVasive Inc ORD||1.30|
|Yelp Inc ORD||1.21|
|Merit Medical Systems Inc ORD||1.15|
|VWR Corp ORD||1.14|
|Continental Gold Inc ORD||1.13|
|Insulet Corp ORD||1.10|
|Painted Pony Petroleum Ltd ORD||1.07|
|Bank Tabungan Negara (Persero) Tbk PT ORD||1.04|
- Hong Kong
- United Kingdom
- Launch date04/11/1994
- Share Class size284Mn
- Base currencyUSD
- Min. initial investment5,000
- Min. regular additional investment0
- Annual management1.50%
- Initial investment5