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BlackRock Nat Res & Gro Inc A Acc

Ranked 5 out of 14 in - Natural Resources over 12 months
All calculations are in GBP

Managed by

Desmond Cheung

Desmond Cheung, CFA, director and portfolio manager, is a member of the Natural Resources Equity team within the Fundamental Equity division of BlackRock's Alpha Strategies Group. He is responsible for covering the agriculture sector and China. Desmond manages the BGF World Agriculture fund and co-manages the BGF Natural Resources Growth and Income Fund. Prior to joining BlackRock in 2007, he worked at Hang Seng Bank Ltd, a major subsidiary of HSBC Group in Hong Kong, as a credit and relationship manager specialising in financing metal companies in the Greater China region. Desmond earned a BA in Accounting from the Chinese University of Hong Kong in 2000, and an MBA from the Judge Business School, Cambridge University in 2006.

Joshua Freedman

Currently a fund manager at BlackRock based in London, UK-born Joshua Freedman is a CFA charterholder and graduated from Cambridge University where he studied Engineering. He manages the BGF and BlackRock Natural Resources Growth & Income funds.

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.

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.

Performance

Natural Resources over : 30/06/2014 - 30/06/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 -1.1% -4.6%
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

30/09/2014

Top 10 Holdings

Stock Size
Exxon Mobil Corp ORD 7.08
Chevron Corp ORD 6.36
BHP Billiton PLC ORD 4.45
ConocoPhillips ORD 4.10
Royal Dutch Shell Plc B ORD 3.95
Monsanto Co ORD 3.59
Freeport-McMoRan Inc ORD 3.18
Rio Tinto PLC ORD 3.12
Archer Daniels Midland Co ORD 2.80
BP PLC ORD 2.71
31/10/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date06/05/2011
  • Share Class size33Mn
  • Base currencyGBP
  • ISIN GB00B3ZLCR97

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment5

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