BlackRock Global Income D

Manager research

Stuart Reeve / Andrew Wheatley-Hubbard / James Bristow

Reeve is a member of the Global Equity Team within BlackRock’s Fundamental Equity Portfolio Management Group. He is the lead portfolio manager for all retail and institutional Global Dividend Income portfolios, and also Director of Research for the Global Equity Team. Reeve has been with BlackRock since 2005, prior to this he worked as an analyst at Crédit Agricole Asset Management and Robert Fleming Securities. Wheatley-Hubbard,Vice President, is a member of the Global Equity team within the Fundamental Equity division of BlackRock's Portfolio Management Group. He is responsible for covering Industrial stocks. Prior to assuming his current role in 2009, he had worked for BlackRock in both London and Hong Kong. In previous roles, he was responsible for covering Singapore and Global Real Estate. He joined BlackRock in 2007 following an internship with the Global Equity team in 2006. Wheatley-Hubbard earned BA and MEng degrees in engineering from Cambridge University in 2007. Bristow, CFA, Managing Director and portfolio manager, is a member of the Global Equity team within the Fundamental Equity division of BlackRock's Portfolio Management Group. He is responsible for managing Global Focus and EAFE portfolios and covers the Healthcare sector. He joined BlackRock in 2006 from JP Morgan, where he was responsible for managing global and European equity portfolios. He began his career with ABN AMRO Rothschild on their equity capital markets team. Bristow earned an MA degree in philosophy, politics and economics from Oxford University in 1997.

Track record

Stuart Reeve / Andrew Wheatley-Hubbard / James Bristow has 8 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.24%. During the worst period of relative performance (from February 2016 - December 2020) there was a decline of 24% relative to the index. The worst absolute loss has been 16%.

About the MRI

Our unique indicator: the Bestinvest Manager Record Index (MRI) measures the likelihood that the fund manager is adding value through their decisions. It is based on their performance record over the course of their career, adjusted for the amount of risk taken. MRI is an important contributor to our fund rating system but it is also vital to take account of qualitative factors. It is also very important to select funds to form a cohesive portfolio with an appropriate overall risk level.