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BlackRock Market Advantage Class D - Accumulation (GBP)

Sell:115.95p Buy:116.11p Change: 0.39p (0.33%)
Prices as at 25 April 2024
Sell:115.95p
Buy:116.11p
Change: 0.39p (0.33%)
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 25 April 2024
Sell:115.95p
Buy:116.11p
Change: 0.39p (0.33%)
Prices as at 25 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

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

25/04/19 to 25/04/20 25/04/20 to 25/04/21 25/04/21 to 25/04/22 25/04/22 to 25/04/23 25/04/23 to 25/04/24
Annual return -6.41% 13.71% -1.74% -7.13% 5.27%

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: Jack Davies
Manager start date: 28 January 2018
Manager located in: London

Jack Davies, CFA, Vice President, is a Researcher for the Factor Based Strategies Group (FBSG) within Multi-Asset Strategies (MAS). His primary responsibilities involve researching and developing innovative new macro and style factor insights and investment strategies. FBSG manages BlackRock's flagship Factor products; Market Advantage and Style Advantage. Mr. Davies' service with the firm dates back to 2011. Prior to joining FBSG in 2016, he worked as a Portfolio Manager and Researcher for the firm's global macro hedge fund team, and as an Investment Strategist within the broader Multi-Asset Strategies group. Mr Davies began his career as a member of the BlackRock graduate scheme. Mr. Davies earned a BSc degree, with first class honours, in Chemistry from University College London in 2011, and is a CFA charterholder.

Manager Name: Phil Hodges
Manager start date: 28 January 2018
Manager located in: San Francisco

Philip Hodges, PhD, Managing Director, is Head of Research for BlackRock's Factor-Based Strategies Group which manages macro and style factor multi-asset funds. The group optimizes factors to help meet investment outcomes, such as retirement savings, factor advisory mandates and bespoke factor solutions, and develops factor analytics tools leveraging BlackRock's Aladdin platform. Dr. Hodges is deputy CIO for the team's flagship factor strategies: Market Advantage and Style Advantage. Dr. Hodges' service with the firm dates back to 2007, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Previously, Dr. Hodges has served as a research officer within the Client Solutions group in San Francisco and a quantitative analyst within the Liability Driven Investment team in London. Prior to joining BGI, Dr. Hodges was a post-doctoral research associate in physical chemistry at the University of Oxford and University Lyon I. Dr. Hodges earned a MChem degree in chemistry and a D.Phil. in molecular spectroscopy from the University of Oxford in 2002 and 2006, respectively.

manager photo
Manager Name: Ked Hogan
Manager start date: 28 January 2018
Manager located in: San Francisco

Ked Hogan, PhD, Managing Director, is Chief Investment Officer and Head of Investments for BlackRock's Factor-Based Strategies Group. Dr. Hogan is responsible for delivering investment performance and driving innovation in research for BlackRock's factor investment platform, including the firm's flagship macro and style factor funds, Market Advantage and Style Advantage. Dr. Hogan's service with the firm dates back to 1997, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Previously, Dr. Hogan has served as the head of Thematic Equity Investing for SAE, and as the Head of Equity and Emerging Market Research in GMSG. Prior to joining BGI, Dr. Hogan was a professor of finance at McGill University. He has published in many academic journals including the Journal of Finance, the Journal of Financial Quantitative Analysis and the Journal of International Economics. In addition, Dr. Hogan was rewarded the William Sharpe award for the best paper of 2007 in the Journal of Financial Quantitative Analysis. Dr. Hogan earned a BA degree and PhD both in economics from Arizona State University in 1982 and 1990, respectively.

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