Fact sheet: Blackrock Inst Eq UK Sm Cos

Fund information

Fund name
Blackrock Institutional Equity UK Smaller Companies A
Fund company manager
BlackRock Invest Mgrs UK Ltd
Fund type
UKA
Fund manager(s)
Roland Arnold
since 06/07/2016
Mike Prentis
since 06/07/2016
Fund objective
The Fund aims to provide a long term total return by investing primarily in a broad range of smaller companies incorporated and listed in the UK or Ireland, with some exposure to larger companies.
Benchmark
Numis Smaller Companies plus AIM ex-Investment Trusts
Investment style
Active
Investment method
Shares

Quick stats

1 Year return

34.25 %

1 Year rank in sector

3/272

Sector

UT UK All Companies

Yield
-
Fund size

£ 115.2 m

FE Risk score

77

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund3.85 %12.85 %34.25 %0 %0 %
Sector3.41 %7.65 %14.47 %38.16 %65.24 %
Rank within sector69 / 27911 / 2773 / 272 / /
Quartile th1 st1 st1 st th th

Calendar performance

YTD-20172016201520142013
Fund28.85 %9.2 %18.11 %0 %0 %
Sector11.83 %11.16 %3.66 %0.59 %25.66 %
Rank within sector4 / 275170 / 26514 / 258 / /
Quartile th1 st3 rd1 st th th

Price movement

52 week high1474.754
52 week low1060.393
Current bid price1468.522
Current offer price1496.38
Current mid price0

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-