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BlackRock UK Absolute Alpha

Ranked 27 out of 85 in - Long/Short Equity over 12 months
All calculations are in GBP 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

To achieve a positive absolute return for investors and, as such, the Fund will not be managed against any UK equity index. The Fund invests primarily in a portfolio of equities and equity related securities (including derivatives) of companies incorporated or listed in the UK, although from time to time cash and near cash may be held. The Fund may also invest in other transferable securities, permitted money market instruments, permitted deposits and units in collective investment schemes.

Showing fund performance in United Kingdom View performance globally

Performance

Long/Short Equity over : 31/12/2015 - 31/12/2016
  • Rank 27/85 Total Return
  • Rank 26/85 Standard Deviation
  • Rank 16/85 Max Drawdown
Fund Name Currency Return
25 AB SICAV I-Select Absolute Alpha Pf A GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

3.3%

26 St James's Place UK Absolute Return Acc GBP

2.1%

27 BlackRock UK Absolute Alpha A Acc GBP

2.1%

28 Smith & Williamson Enterprise A GBP

1.7%

29 Henderson Gartmore UK Abs Rtn R GBP Acc GBP

1.2%

Fund Name Currency Risk
24 Liontrust GF European Strategic Equity (C3 - GBP) GBP

5.2

25 BSF European Diversified Equity Abs Ret A2 GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

5.3

26 BlackRock UK Absolute Alpha A Acc GBP

5.4

27 AB SICAV I-Select Absolute Alpha Pf A GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

5.4

28 Blackrock Global Long Short Equity X Acc GBP

5.5

Fund Name Currency Loss
14 Ennismore European Smaller Companies GBP A GBP

-2.7%

15 TM Sanditon UK Select A Acc GBP

-3.1%

16 BlackRock UK Absolute Alpha A Acc GBP

-3.2%

17 RWC Asia Absolute Alpha B GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.2%

18 GAM Star Global Quality GBP Acc GBP

-3.2%

Total Return

Quarterly Performance

to 30/12/2016 Annual Q1 Q2 Q3 Q4
2016 2.1% -2.6% 0.1% 1.7% 2.9%
2015 8.6% 2.4% 3.2% -0.2% 2.9%
2014 6.0% -0.3% -1.2% 4.5% 2.9%
2013 2.4% -2.3% -0.6% -2.1% 7.7%
2012 0.3% 2.3% -1.3% -0.6% -0.1%
2011 -7.1% 0.3% -3.0% -4.2% -0.2%
2010 3.6% 1.1% -3.4% 3.0% 2.9%
2009 8.1% -0.2% 6.4% 2.2% -0.4%
2008 2.0% 5.1% 4.4% -5.4% -1.7%
2007 11.0% 2.8% 1.8% 2.5% 3.5%
2006 13.6% 5.8% 0.4% 1.6% 5.3%
2005 3.9% 0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date29/04/2005
  • Share Class size223Mn
  • Base currencyGBP
  • ISIN GB00B06L9G55

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment250

Charges

  • Annual management1.75%
  • Initial investment5

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