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BLACKROCK US OPPORTUNITIES - Fund overview

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Overview of BLACKROCK US OPPORTUNITIES

This fund targets long term capital growth from a portfolio of small and mid cap US equities. Though the fund sits in the IMA North America sector, the lack of large companies means performance is not directly comparable with the peer group the and investors should expect greater volatility of returns.

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Fund summary

Sector  North America
Product type  UNIT TRUST
Launched  May, 1987
Size  £97m
Yield 0.0%
Charging basis  Income
Dividends paid  10/12.
Bid price(inc) 427.50p
Bid price(acc) 432.80p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.19%
Annual management charge 1.50%
Total expense ratio 1.69%
Reduction in yield (10yr) 1.71%

Bestinvest says


No information available.

Portfolio

blackrock us opportunities asset allocation illustration
Allocation Proportion
Equity 98%
High yield bonds –
Quality bonds 0%
Property 0%
Commodities –
Hedge –
Fund cash 2%
blackrock us opportunities equity geographic illustration
Allocation Proportion
UK 0%
Europe 2%
Nth America 98%
Japan 0%
Pacific 0%
Other Equity 0%
blackrock us opportunities equity capitalisation illustration
Allocation Proportion
Large Caps 10%
Mid Caps 38%
Small Caps 52%

View all performance data for BLACKROCK US OPPORTUNITIES

Investment process


The aim of the fund is to achieve long-term capital growth for investors. The fund invests primarily in shares of medium and smaller companies incorporated or listed in the United States. The fund may also invest in collective investment schemes.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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