BlackRock UK Special Situations D Inc

Fund
add to virtual portfolio
trade
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.94%
  • 3 Year sharpe0.36
  • 3 Year alpha4.08
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.92%
  • IA SectorUK All Companies
  • Manager GroupBlackRock
  • DomicileUnited Kingdom
  • ISINGB00B3R25W66

Investment Strategy

The aim of the Fund is to provide a return on your investment (generated through an increase in the value of the assets held by the Fund) (gross of fees) over the long term (5 or more consecutive years beginning at the point of investment) by investing in shares of companies incorporated or listed in the UK. In seeking to achieve its investment objective, the Fund will invest at least 70% of its total assets in the equities (i.e. shares) and equity related investments (i.e. other investments whose value is related to equities) of companies incorporated or listed in the UK and will aim to invest at least 50% of its total assets in small or medium sized companies. Small and medium sized companies are companies which are not constituents of the FTSE 100 Index at the time of the Fund’s investment.

Latest news

Currently there for this fund. Visit our news hub for other news .