Coronavirus - we're here to help
From how to access your account online, scam awareness, your wellbeing and our community we're here to help.

Skip to main content
  • Register
  • Help
  • Contact us
  • Log in to HL Account

BlackRock US Flexible Equity Inclusive - Class A4 - Income (GBP)

Sell:3,400.00p Buy:3,400.00p Change: 47.00p (1.40%)
Prices as at 24 November 2020
Sell:3,400.00p
Buy:3,400.00p
Change: 47.00p (1.40%)
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 24 November 2020
Sell:3,400.00p
Buy:3,400.00p
Change: 47.00p (1.40%)
Prices as at 24 November 2020
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

Our view on the sector for this fund is not available.

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

24/11/15 to 24/11/16 24/11/16 to 24/11/17 24/11/17 to 24/11/18 24/11/18 to 24/11/19 24/11/19 to 24/11/20
Annual return 27.25% 14.66% 5.61% 14.25% 12.10%

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 photo
Manager Name: Joseph Wolfe
Manager start date: 31 March 2017
Manager located in: 1 University Square Drive Princeton NJ

Joseph Wolfe, CFA, CQF, FRM, Director, is head of quantitative strategy for the US Income & Value team within the Fundamental Active Equity business of BlackRock's Active Equities Group. He is a portfolio manager for the BlackRock Basic Value and Large Cap Core portfolios. Mr. Wolfe's service with the firm dates back to 2012. Previously, he was the lead quantitative analyst for the Large Cap Series team. Prior to joining BlackRock in 2012, Mr. Wolfe was the head of Quantitative Active Research at Northern Trust in Chicago where he directed quantitative research across the active equity teams, developed ETF strategies for FlexShares and co-managed several active mutual funds. Prior to joining Northern Trust in 2005, Mr. Wolfe was a senior quantitative analyst for the State Teachers Retirement System of Ohio where he co-managed several quantitative strategies and served as a risk manager. Mr. Wolfe earned a BS degree in Economics from Slippery Rock University and holds advanced degrees in Economics from Kent State University and the Ohio State University. He is also a CFA? charterholder, Certified Financial Risk Manager and has obtained his Certificate in Quantitative Finance.

manager photo
Manager Name: Todd Burnside
Manager start date: 31 March 2017
Manager located in: 1 University Square Drive Princeton NJ

Todd Burnside, Director and portfolio manager, is a member of the Fundamental Active Equity business of BlackRock's Active Equities Group. He is the lead Portfolio Manager of BlackRock's US Large Cap Core equity portfolios, and previously served as the team's senior fundamental analyst responsible for research coverage of the Consumer Discretionary, Consumer Staples, Financials, REITs and Telecommunications sectors. Mr. Burnside joined BlackRock in 2008. Previously, he was an analyst with Morgan Stanley Investment Management from 2003 to 2008, where he was responsible for covering US large cap industrials and consumer stocks. Prior to that, he was a software equity analyst with Prudential Securities from 1999 to 2001. He began his career as an analyst with Nasdaq-Amex in 1997. Mr. Burnside earned a BS degree in Finance from Penn State University in 1997 and an MBA degree in Finance from New York University in 2003.

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