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
Lucy Marmion
since 26/03/2015
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

32.13 %

1 Year rank in sector

8/273

Sector

UT UK All Companies

Yield
-
Fund size
-
FE Risk score

75

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.01 %20.06 %30.55 %0 %0 %
Sector-0.95 %8.71 %19.1 %24.86 %74.44 %
Rank within sector143 / 2802 / 2788 / 273 / /
Quartile th3 rd1 st1 st th th

Calendar performance

YTD-20172016201520142013
Fund19.05 %9.2 %18.11 %0 %0 %
Sector8.09 %11.16 %3.66 %0.59 %25.66 %
Rank within sector3 / 278174 / 27014 / 262 / /
Quartile th1 st3 rd1 st th th

Price movement

52 week high1384.373
52 week low929.1652
Current bid price1356.785
Current offer price1380.322
Current mid price0

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-