You're only seeing a fraction of our data
BlackRock UK Special Situations A Inc
Ranked 232 out of 259 in -
UK (All Companies)
over 12 months
All calculations are in GBP
Managed by
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
UK (All Companies)
over :
31/01/2014 -
31/01/2015
-
Rank 232/259 Total Return
-
Rank 182/259 Standard Deviation
-
Rank 238/259 Max Drawdown
| Fund Name | Return | ||
|---|---|---|---|
| 230 | TU Unit Trust | -0.2% |
|
| 231 | FOUR Active UK Equity A GBP Acc | -0.3% |
|
| 232 | BlackRock UK Special Situations A Inc | -0.5% |
|
| 233 | Barclays UK Lower Cap A Dist | -0.6% |
|
| 234 | Schroder Core UK Equity A Acc | -0.9% |
|
| View full league table | |||
| Fund Name | Risk | ||
|---|---|---|---|
| 181 | Aviva Investors UK Income & Growth SC 1 | 2.8 |
|
| 182 | Henderson High Alpha UK Equity I Inc | 2.8 |
|
| 182 | Smith & Williamson UK Equity Growth Trust | 2.8 |
|
| 182 | BlackRock UK Special Situations A Inc | 2.8 |
|
| View full league table | |||
| Fund Name | Loss | ||
|---|---|---|---|
| 236 | Standard Life Inv UK Ethical Ret Acc | -10.6% |
|
| 237 | Aberdeen UK Opportunities Equity A Acc | -10.6% |
|
| 238 | BlackRock UK Special Situations A Inc | -10.8% |
|
| 239 | Schroder UK Opportunities A Acc | -11.3% |
|
| 240 | Scottish Widows HIFML Spc Sits 1 | -11.5% |
|
| View full league table | |||
Total Return
Quarterly Performance
| to 01/01/2015 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 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 | 10.5% |
Month by Month Performance
Returns Vs Risk
Asset Allocation
Breakdown
Top 10 Holdings
| Stock | Size |
|---|---|
| Royal Dutch Shell Plc B ORD | 5.94 |
| HSBC Holdings PLC ORD | 5.81 |
| BP PLC ORD | 3.43 |
| Rio Tinto PLC ORD | 3.31 |
| Ashtead Group PLC ORD | 3.01 |
| Howden Joinery Group PLC ORD | 2.89 |
| Senior PLC ORD | 2.87 |
| AstraZeneca PLC ORD | 2.79 |
| Spirax-Sarco Engineering PLC ORD | 2.76 |
| BG Group PLC ORD | 2.76 |
Registered For Sale In
- United Kingdom
Fund Info
- Launch date16/03/1981
- Share Class size1,420Mn
- Base currencyGBP
-
ISIN GB0005803977
Purchase Info
- Min. initial investment500
- Min. additional investment50
Charges
- Annual management1.5%
- Initial investment5