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

BlackRock Global Income A Acc

Ranked 143 out of 244 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 aim of the BlackRock Global Income Fund is to achieve an above average income from its equity investments, compared to the income yield of global equity markets, without sacrificing long term capital growth. The Fund will invest primarily in the equity securities of companies domiciled in, or exercising the predominant part of their economic activity in, developed markets. The Fund may also invest in other transferable securities, permitted money market instruments, permitted deposits, cash and near cash and units in collective investment schemes. Derivatives may be used for the purposes of efficient portfolio management.

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

Performance

Global Equity Income over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 18.4% 6.5% 5.8% 1.4% 3.7%
2016 4.9% 2.1% -0.1% 3.9% -1.0%
2015 1.5% 0.2% 1.3% -5.8% 6.1%
2014 2.6% 1.9% 5.4% -3.6% -0.8%
2013 19.8% 8.0% -0.5% 6.7% 4.4%
2012 9.4% 3.6% -0.5% 5.3% 0.7%
2011 -8.7% 8.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date06/05/2011
  • Share Class size173Mn
  • Base currencyGBX
  • ISIN GB00B3R9X560

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment100

Charges

  • Annual management1.50%
  • Initial investment1.5

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).