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

BlackRock Nat Res & Gro Inc A Acc

Ranked 14 out of 24 in - Natural Resources over 12 months
All calculations are in GBP unless stated

Managed by

Alastair Bishop

Tom Holl

Tom Holl is currently a portfolio manager who specialises in mining & gold companies at BlackRock’s London office where he joined in 2006. Tom majored in Land Economy at Magdalene College, Cambridge University. He is a CFA charterholder. Away from the office, Tom enjoys golf, tennis, soccer and music.

Skye Macpherson

Objective

The aim of the Fund is to achieve capital growth and an above average income from its equity investments, compared to the income yield of the natural resources sector. The Fund will invest primarily in the equity securities of companies whose predominant economic activity is in the natural resources sector which includes, but is not limited to, mining, agriculture and energy. 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.

Showing fund performance in United Kingdom View performance globally

Performance

Natural Resources over : 31/08/2015 - 31/08/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 12.5% 13.6%
2015 -20.2% -1.1% -4.6% -19.7% 5.4%
2014 -2.4% 0.0% 4.8% -2.0% -4.9%
2013 1.5% 6.5% -8.3% 0.8% 3.0%
2012 -1.0% 2.7% -7.1% 6.1% -2.2%
2011 -19.4% 10.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2016

Top 10 Holdings

Stock Size
Exxon Mobil Corp ORD 6.48
Chevron Corp ORD 6.13
Syngenta AG ORD 5.16
BP PLC ORD 3.68
Glencore PLC ORD 3.49
Monsanto Co ORD 3.45
ConocoPhillips ORD 2.94
Barrick Gold Corp ORD 2.73
Newcrest Mining Ltd ORD 2.67
International Paper Co ORD 2.67
31/03/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date06/05/2011
  • Share Class size39Mn
  • Base currencyGBP
  • ISIN GB00B3ZLCR97

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • Initial investment5

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