Overview
Important Information: Capital at Risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
All financial investments involve an element of risk. Therefore, the value of your investment and the income from it will vary and your initial investment amount cannot be guaranteed.
Performance
Performance
Chart
Distributions
| Ex-Date | Total Distribution |
|---|
-
Returns
This chart shows the fund's performance as the percentage loss or gain per year over the last 10 years.
| 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Return (%) | 3.7 | 4.9 | 15.6 | 14.2 | -6.8 | |||||
| Benchmark (%) | 0.5 | 0.2 | 16.7 | 13.4 | -8.3 |
Performance is shown after deduction of ongoing charges. Any entry and exit charges are excluded from the calculation.
| From 30-Sept-2014 To 30-Sept-2015 |
From 30-Sept-2015 To 30-Sept-2016 |
From 30-Sept-2016 To 30-Sept-2017 |
From 30-Sept-2017 To 30-Sept-2018 |
From 30-Sept-2018 To 30-Sept-2019 |
|
|---|---|---|---|---|---|
|
Total Return (%)
as of 30/Sept/2019 |
1.25 | 16.45 | 16.14 | 7.25 | 5.88 |
|
Benchmark (%)
as of 30/Sept/2019 |
-3.15 | 15.88 | 12.91 | 7.02 | 2.88 |
| 1y | 3y | 5y | 10y | Incept. | |
|---|---|---|---|---|---|
| Total Return (%) | 13.88 | 9.91 | 8.65 | 8.70 | 6.73 |
| Benchmark (%) | 10.93 | 8.05 | 6.68 | 8.06 | 6.03 |
| YTD | 1m | 3m | 6m | 1y | 3y | 5y | 10y | Incept. | |
|---|---|---|---|---|---|---|---|---|---|
| Total Return (%) | 18.05 | 2.06 | 3.51 | 5.20 | 13.88 | 32.78 | 51.41 | 130.20 | 332.73 |
| Benchmark (%) | 15.21 | 1.90 | 4.50 | 5.83 | 10.93 | 26.15 | 38.16 | 117.12 | 273.74 |
Key Facts
Key Facts
Portfolio Characteristics
Portfolio Characteristics
Risk Indicator
Risk Indicator
Ratings
Ratings
Holdings
Exposure Breakdowns
Exposure Breakdowns
Portfolio Managers
Portfolio Managers
Managing Director, and portfolio manager is Deputy Head of BlackRock's UK Equity Team within BlackRock's Fundamental Equities. He has been a portfolio manager since 2005, originally running private unit trusts. Mr. Avigdori was appointed co-manager of the Blackrock UK Income strategies in 2009 and the UK Charities strategies in 2015.
Mr. Avigdori additionally represents EMEA on the Fundamental Equities Sustainable Steering Committee and is a member of the EMEA Talent Committee.
Mr Avigdori's service with the firm dates back to 2001, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. Mr Avigdori earned a BSc (Hons) in Management Sciences from UMIST (University of Manchester Institute of Science and Technology) in 2001.
CFA, Director and portfolio manager, is a member of BlackRock's UK Equity Team within BlackRock's Fundamental Equities. Mr Goldman is responsible for the UK Income and Charity portfolios.
Mr. Goldman's service with the firm dates back to 2004, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, Mr. Goldman held a variety of positions on both the UK equity team and in the fixed income division. Mr. Goldman began his investment career with MLIM in 2004 as a member of the investment training program.
Mr. Goldman earned a BSc degree, with first class honours, in economics from Bristol University in 2004.
