BlackRock UK Special Situations A Inc
Managed by
Roland Arnold
Roland Arnold is a member of the UK Equity Team within the Fundamental Equity Division of BlackRock's Alpha Strategies Group. Arnold has been co-manager of the BlackRock UK Special Situations Fund since August 2012, and manager of Small & Mid Cap UK Equity Portfolios since 2006. Arnold is also responsible for the analysis of the UK Technology sector. Arnold joined BlackRock in 2000, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. Prior to joining MLIM in 2000, Arnold worked at a UK retail bank as a performance and credit analyst. Arnold earned a BA (Hons) in Economics and Management from Leeds University in 1998.
Objective
The aim of the Fund is to achieve long-term capital growth for investors. The Fund invests primarily in the shares of companies incorporated or listed in the UK and will normally have an emphasis on small or medium sized companies. The Fund may also invest in collective investment schemes. Small and medium sized companies are those whose market capitalisation is lower than that of companies in the FTSE 100 Index at the time of the Fund's investment.
Performance
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Rank 17/259 Total Return
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Rank 187/259 Standard Deviation
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Rank 33/259 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 15 | Standard Life Inv UK Equity Unconstrained Ret | GBP | 10.5% |
| 16 | Liontrust Sustainable Future UK Growth 2 Acc | GBP | 10.3% |
| 17 | BlackRock UK Special Situations A Inc | GBP | 10.3% |
| 18 | Standard Life Inv UK Ethical Ret Acc | GBP | 10.1% |
| 19 | Polar Capital UK Value Opportunities I GBP Acc | GBP | 10.0% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 185 | Man GLG Undervalued Assets Professional Acc C GBP | GBP | 8.5 |
| 186 | Aviva Investors UK Opportunities Fund B GBP Cap | GBP | 8.5 |
| 187 | BlackRock UK Special Situations A Inc | GBP | 8.5 |
| 187 | Newton UK Equity GBP Inc | GBP | 8.5 |
| 189 | LF Canlife UK Equity B Acc | GBP | 8.6 |
| 189 | MFM UK Primary Opportunities A Inc | GBP | 8.6 |
| 189 | JPM UK Dynamic A Acc | GBP | 8.6 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 31 | Royal London Sustainable Leaders Trust A Inc | GBP | -4.3% |
| 32 | Heronbridge UK Equity | GBP | -4.4% |
| 33 | BlackRock UK Special Situations A Inc | GBP | -4.4% |
| 34 | Threadneedle UK Institutional Inst Net Acc GBX | GBP | -4.5% |
| 34 | TB Saracen UK Alpha Acc | GBP | -4.5% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -4.3% | ||||
| 2017 | 21.2% | 5.2% | 5.1% | 4.2% | 5.2% |
| 2016 | 11.2% | -3.5% | -1.2% | 12.8% | 3.4% |
| 2015 | 4.9% | 5.9% | 1.2% | -6.1% | 4.3% |
| 2014 | -6.0% | -1.6% | -4.7% | -2.8% | 3.1% |
| 2013 | 23.4% | 10.5% | -1.4% | 4.7% | 8.2% |
| 2012 | 18.5% | 9.4% | -3.5% | 7.1% | 4.9% |
| 2011 | -8.6% | 1.6% | 0.8% | -16.7% | 7.1% |
| 2010 | 35.3% | 9.2% | -6.7% | 18.6% | 12.0% |
| 2009 | 34.4% | -5.3% | 12.5% | 22.0% | 3.4% |
| 2008 | -29.4% | -5.1% | 2.3% | -14.6% | -14.9% |
| 2007 | 1.3% | 4.1% | 3.7% | -3.0% | -3.3% |
| 2006 | 18.5% | 8.6% | -3.1% | 3.0% | 9.3% |
| 2005 | 29.4% | 4.8% | 4.4% | 11.9% | 5.7% |
| 2004 | 19.5% | 0.5% | 2.6% | 4.5% | 10.8% |
| 2003 | 21.8% | -6.0% | 15.6% | 4.0% | 7.8% |
| 2002 | -18.1% | 5.3% | -7.2% | -18.5% | 2.9% |
| 2001 | -1.0% | -0.8% | 3.6% | -16.0% | 14.6% |
| 2000 | 13.8% | -1.1% | 5.1% | 0.0% | 9.4% |
| 1999 | 52.0% | 18.7% | 19.2% | 0.7% | 6.7% |
| 1998 | -15.0% | 9.7% | -2.9% | -23.3% | 4.0% |
| 1997 | 20.4% | 5.9% | 4.6% | 8.5% | 0.2% |
| 1996 | 37.0% | 11.4% | 10.6% | 6.5% | 4.4% |
| 1995 | 26.4% | -2.7% | 5.1% | 11.8% | 10.5% |
| 1994 | -13.2% | 2.8% | -10.0% | -1.3% | -4.9% |
| 1993 | 29.7% | 10.0% | 4.5% | 3.8% | 8.7% |
| 1992 | 20.7% | 2.8% | 4.8% | -4.9% | 17.9% |
| 1991 | 2.9% | 13.5% | -4.1% | 6.9% | -11.5% |
| 1990 | -11.6% | -7.3% | 6.0% | -14.6% | 5.2% |
| 1989 | 8.1% | 15.5% | 4.5% | 1.2% | -11.5% |
| 1988 | 6.5% | 1.9% | 11.3% | -1.7% | -4.5% |
| 1987 | 19.6% | 23.3% | 19.8% | 9.8% | -26.3% |
| 1986 | 42.8% | 22.8% | 10.0% | -7.7% | 14.5% |
| 1985 | 34.9% | 14.2% | -1.1% | 5.8% | 12.8% |
| 1984 | 42.4% | 20.6% | -2.0% | 6.7% | 13.0% |
| 1983 | 39.7% | 13.9% | 10.0% | 3.4% | 7.8% |
| 1982 | 39.9% | 12.6% | 2.0% | 6.1% | 14.8% |
| 1981 | 7.2% | -15.3% | 28.2% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- United Kingdom
Fund Info
- Launch date16/03/1981
- Share Class size645Mn
- Base currencyGBP
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ISIN GB0005803977
Purchase Info
- Min. initial investment500
- Min. regular additional investment50
Charges
- Annual management1.50%
- Initial investment1.5