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BlackRock UK Absolute Alpha

Ranked 8 out of 71 in - Long/Short Equity over 12 months
All calculations are in GBP

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.

Performance

Long/Short Equity over : 30/06/2014 - 30/06/2015
  • Rank 8/71 Total Return
  • Rank 34/71 Standard Deviation
  • Rank 11/71 Max Drawdown
Fund Name Risk
32 Martin Currie GF - European Absolute Alpha GBP

1.6

33 Pensato Europa Absolute Return R GBP B

Currency exposure is hedged

Currency exposure is hedged

1.6

34 BlackRock UK Absolute Alpha A Acc

1.6

35 RWC Global Innovation Absolute Alpha B GBP

Currency exposure is hedged

Currency exposure is hedged

1.7

36 Man NewSmith UK Equity Alternative

1.7

Fund Name Loss
9 Henderson Gartmore UK Abs Rtn R GBP Acc

-1.1%

10 Melchior Selected Trust European Absolute Ret C

-1.2%

11 BlackRock UK Absolute Alpha A Acc

-1.2%

11 Verrazzano European Long-Short EI GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

-1.2%

13 Henderson Gartmore Jpn Abs Rtn I GBP Acc (hedged)

Currency exposure is hedged

Currency exposure is hedged

-1.3%

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 2.4% 3.2%
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. additional investment250

Charges

  • Annual management1.8%
  • Initial investment5

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