Equity

BlackRock US Opportunities Fund

Overview

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Performance

Performance

  • Returns

  From
31-Mar-2014
To
31-Mar-2015
From
31-Mar-2015
To
31-Mar-2016
From
31-Mar-2016
To
31-Mar-2017
From
31-Mar-2017
To
31-Mar-2018
From
31-Mar-2018
To
31-Mar-2019
Total Return (%) Total return represents changes to the NAV and accounts for distributions from the fund.

as of Mar 31, 2019

29.95 -7.23 34.86 -6.34 9.00
Benchmark (%) Index: S&P US MidSmallCap Index (GBP)<br /><br /> Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results.

as of Mar 31, 2019

25.54 -2.27 37.67 0.04 12.81
The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.

Growth of Hypothetical 10,000 The growth of hypothetical $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted.

Performance chart data not available for display.
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Distributions

This fund does not have any distributions data as of now.

Key Facts

Key Facts

Size of Fund (Millions) as of Apr 18, 2019 GBP 83.690
Price Yield as of Jan 24, 2018 0.00
Base Currency British Pound
Fund Inception Date May 8, 1987
Share Class Inception Date May 8, 1987
Asset Class Equity
Benchmark Index S&P US MidSmallCap Index (GBP)
Investment Association Category North America
Domicile United Kingdom
Regulatory Structure UCITS
Management Company BlackRock Fund Managers Ltd
ISIN GB0005811749
Bloomberg Ticker MRCAMOI
Initial Charge 5.00%
Performance Fee 0.00%
SEDOL 0581174
Bloomberg Benchmark Ticker RUO
Dealing Settlement Trade Date + 3 days
Dealing Frequency Daily, forward pricing basis
Minimum Initial Investment GBP 500
Minimum Subsequent Investment GBP 50
Use of Income Distributing

Ratings

Risk Indicator

Risk Indicator

1
2
3
4
5
6
7
Low Risk High Risk
Low Yield High Yield

Holdings

Holdings

as of Mar 29, 2019
Name Weight (%)
FIRSTENERGY CORP 2.83
KONINKLIJKE PHILIPS NV 2.37
WILLIAMS INC 2.32
AXA EQUITABLE HOLDINGS INC 2.28
TELEPHONE AND DATA SYSTEMS INC 1.98
Name Weight (%)
REGIONS FINANCIAL CORP 1.98
MARVELL TECHNOLOGY GROUP LTD 1.92
AVNET INC 1.85
ARTHUR J GALLAGHER 1.74
BRIGHTHOUSE FINANCIAL INC 1.71
Holdings subject to change

Pricing & Exchange

Investor Class Distribution Frequency Bid Price ISIN TIS
A Daily 10.28 GB0005811749 -
X Accumulating 1.11 GB00BF029Q96 -
D Daily 10.72 GB00B80S7M00 -
D Accumulating 11.13 GB00B8GMZS88 -
A Accumulating 10.46 GB0005811855 -

Portfolio Managers

Portfolio Managers

Tony DeSpirito
Co-Head and Co-Portfolio Manager, Equity Dividend team
Franco Tapia, CFA
Franco Tapia, CFA
David Zhao
David Zhao

Literature

Literature

 

 

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