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BlackRock UK Equity Absolute Return A2 EUR

Ranked 120 out of 169 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Nick Osborne

Nick Osborne, portfolio manager, is a member of the UK Equity team in the Fundamental Equity division of BlackRock's Alpha Strategies Group. He co-manages the UK Absolute Alpha Fund for retail investors and also covers the Real Estate and Banking sectors. Osborne's service with the firm dates back to 1999, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. He began his career with MLIM in 1999 as an investment analyst on the UK and Emerging Market teams and earned a BSc in Economics from Bristol University in 1999.

Nigel Ridge

Objective

The Fund aims to achieve positive absolute returns through a combination of capital growth and income on your investment regardless of market conditions. The Fund seeks to gain at least 70% of any investment exposure to equity securities of companies domiciled in, or the main business of which is in, or have their primary listing in the United Kingdom. This is achieved by investing at least 70% of its assets in equity securities and other equity-related securities.

Showing fund performance in Jersey View performance globally

Performance

Long/Short Equity over : 30/09/2017 - 30/09/2018
  • Rank 120/169 Total Return
  • Rank 22/169 Standard Deviation
  • Rank 67/169 Max Drawdown
Fund Name Currency Return
118 Fonditalia Flexible Italy - R EUR

-2.6%

119 GAM Star (Lux) Financials Alpha C EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.8%

120 BlackRock UK Equity Absolute Return A2 EUR EUR

-2.8%

121 Rational Asset Mgmt Equity Long/Short IC H-EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.0%

122 InRIS UCITS PLC-R Parus I EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.2%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.6% 1.3% -1.9%
2017 0.3% -0.1% 0.5% -0.5% 0.5%
2016 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Ireland
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date18/08/2016
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU1430596269

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

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