BlackRock UK Special Situations D Acc

Name
BlackRock UK Special Situations D Acc
Manager
BlackRock Fund Managers Limited
Type
Unit Trust
ISIN
GB00B3V1C060
Sector
UK All Companies
Launched
26/04/2010
OCF
0.92 %
Risk Rating
3
3 Year Sharpe
1.22
3 Year Alpha
4.18
Yield
1.4 %
Benchmark
IA UK All Companies Sector
The aim of the BlackRock UK Special Situations 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.
Name
BlackRock Fund Managers Limited
Address
EH3 8BL, Edinburgh, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Luke Chappell
Joined 07/22/2015

Luke Chappell, Managing Director and portfolio manager, is co-head of UK Equities and head of the UK Specialist team within BlackRock's Fundamental Equity division of BlackRock's Alpha Strategies Group. He is a member of the Leadership Committee. Mr. Chappell's service with the firm dates back to 1998, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, Mr. Chappell was an equity portfolio manager, responsible for managing UK Specialist equity portfolios. Prior to joining MLIM, he worked at another investment management house in a range of research and fund management roles, with particular emphasis on specialist accounts and mid-cap stocks. Mr. Chappell earned an MA degree, with honours, in Classics from Christ Church, Oxford University in 1990.

Roland Arnold
Joined 08/01/2012

Roland Arnold, Director and Portfolio Manager, is a member of the UK Equity team in the Fundamental Equity division of BlackRock's Alpha Strategies Group. Mr Arnold's primary responsibility is managing small and mid cap UK equity portfolios, with a sector emphasis on Technology. Mr Arnold's service with the firm dates back to 2000, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. Prior to joining MLIM in 2000, Mr Arnold worked at a UK retail bank as a performance and credit analyst. Mr Arnold earned a BA (Hones) in Economics and Management from Leeds University in 1998.

Data provided by Morningstar.

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