Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

BlackRock Global Dividend Portfolio;Inst

Ranked 145 out of 237 in - Global Equity Income over 12 months
All calculations are in USD unless stated

Managed by

James Bristow

As a managing director and portfolio manager at BlackRock, James Bristow is head of the Global Equity team and responsible for the firm’s Global Focus, Global Core and International strategies. Prior to joining BlackRock in 2006, Bristow joined JP Morgan in 1998 as a portfolio manager. He was responsible for managing global and European equity portfolios. He began his career with ABN AMRO Rothschild on their equity capital markets team. Bristow earned an MA degree in philosophy, politics and economics from Oxford University in 1997.

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 provide a level of current income that exceeds the average yield on global stocks. Under normal circumstances, the Fund will invest at least 80% of its net assets in dividend-paying equity securities and at least 40% of its assets outside of the U.S.

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

Performance

Global Equity Income over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 6.9% 6.1%
2016 6.0% 2.7% 2.7% 2.3% -1.7%
2015 2.7% 0.4% 1.1% -4.2% 5.6%
2014 2.6% 2.1% 5.0% -3.1% -1.2%
2013 19.7% 8.2% -0.7% 6.3% 4.8%
2012 10.3% 4.5% -0.3% 4.4% 1.5%
2011 8.1% 4.3% 5.2% -8.9% 8.2%
2010 9.0% 2.9% -6.5% 10.6% 2.5%
2009 23.3% -8.9% 12.8% 12.5% 6.7%
2008 -6.6% -17.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date07/04/2008
  • Share Class size1,999Mn
  • Base currencyUSD
  • ISIN US09256H3286

Purchase Info

  • Min. initial investment2Mn
  • Min. regular additional investment0

Charges

  • Annual management0.57%

Related News

BlackRock launches concentrated global equity fund

Asset management giant unveils new ‘go anywhere’ approach for long-term investors, Citywire Selector can reveal.

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