We don’t support this browser anymore.
This means our website may not look and work as you would expect. Read more about browsers and how to update them here.

BlackRock China A-Share Opportunities Accumulation - USD - Class D2

Sell:$10.69 Buy:$10.69 Change: $0.21 (2.00%)
Prices as at 17 April 2024
Sell:$10.69
Buy:$10.69
Change: $0.21 (2.00%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 17 April 2024
Sell:$10.69
Buy:$10.69
Change: $0.21 (2.00%)
Prices as at 17 April 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

China has continued to grow its economy strongly but the rate of growth has slowed in recent years. The economy is going through a transition, shifting from a focus on low-value exports, high investment and infrastructure spending, to domestic consumption and services. Companies are also benefiting from looser regulation, anti-corruption policies, rising consumer spending and improved healthcare and technology. China's a higher-risk emerging market though. The transition from an export-driven to consumption-driven economy will not happen overnight. It could take years to come to fruition and there will be setbacks along the way.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

17/04/19 to 17/04/20 17/04/20 to 17/04/21 17/04/21 to 17/04/22 17/04/22 to 17/04/23 17/04/23 to 17/04/24
Annual return 2.40% 36.94% -8.43% -1.65% -14.25%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Rui Zhao
Manager start date: 26 October 2017
Manager located in: San Francisco

Rui Zhao, PhD, CFA, Managing Director and portfolio manager, is a member of BlackRock's Systematic Active Equity team and the lead portfolio manager for BlackRock's China A-share portfolios. Dr. Zhao's service with the firm dates back to 2006. Previously she was a portfolio manager and research analyst for the New York based Quantitative Equity team, as well as a researcher on the Developed Markets team in the Systematic Active Equity group. Prior to joining BlackRock in 2006, Dr. Zhao has focused on research on empirical asset pricing and hedge fund performance, and published papers in both academic and practitioner journals, including Journal of Financial and Quantitative Analysis, Journal of Investment Management and Alpha Magazine. In 2003, she was a part-time associate at Citigroup, developing a market impact model for block trade. In 2000, she was an account manager with Joyo.com Limited, China's largest online bookstore (acquired by Amazon.com in 2004). Dr. Zhao earned a BS degree, with honors, in statistics and a BA degree in economics, both from Peking University, and a PhD in finance from Columbia Business School.

manager photo
Manager Name: Jeff Shen
Manager start date: 26 October 2017
Manager located in: San Francisco, USA

Jeff Shen, PhD, Managing Director, is Co-CIO of Active Equity and Co-Head of Systematic Active Equity (SAE) at BlackRock. He is responsible for Asia Pacific and Emerging Market Active Equity Strategies. He is BlackRock's Head of Emerging Market and a member of the Global Operating Committee. Dr. Shen's service with BlackRock dates back to 2004, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he was the Head of Investment for Asia Pacific and Emerging Market active equities. Prior to joining BGI, he began his career in 1997 with JP Morgan where he held numerous positions in global macro investment and asset allocation research in both New York and London. Dr. Shen earned a BA degree in Economics from Hobart College, a MA degree in Economics from University of Massachusetts at Amherst, and a PhD degree in Finance from New York University. Dr. Shen is an adjunct professor at NYU teaching a MBA class on international investment. He also serves on the advisory board of Clausen Center at UC Berkeley.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account