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BlackRock US Dynamic Inclusive - Class A - Income (GBP)

Sell:1,426.00p Buy:1,499.00p Change: 6.00p (0.42%)
Prices as at 6 December 2019
Sell:1,426.00p
Buy:1,499.00p
Change: 6.00p (0.42%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 6 December 2019
Sell:1,426.00p
Buy:1,499.00p
Change: 6.00p (0.42%)
Prices as at 6 December 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & 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 our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

UK investors need little introduction to America. It's the world's biggest stock market. But share prices of well-known companies react quickly to new information. We think this makes it difficult for fund managers to find opportunities missed by others and to consistently perform better than the broader market over the long term. The US economy is in reasonable health and its stock market has performed well since the 2008 financial crisis. We think the prospects of most US companies are now reflected in their share prices and there's little value available for investors. That said, some commentators think the region's world-class technology companies have the potential to increase profits which could justify share prices climbing higher. For broad exposure to the US stock market, we think a low-cost tracker fund could be considered. We think active fund managers have more potential to deliver strong performance by investing in higher-risk small and medium-sized US companies.

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

06/12/14 to 06/12/15 06/12/15 to 06/12/16 06/12/16 to 06/12/17 06/12/17 to 06/12/18 06/12/18 to 06/12/19
Annual return 4.20% 26.96% 19.20% 5.01% 11.60%

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 a member of the Large Cap Series team within the Fundamental business of BlackRock's Active Equity Group. Prior to joining BlackRock in 2012, Mr. Wolfe was the head of Quantitative Active Research at Northern Trust in Chicago where he directed quantitativeresearch 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 Chartered Financial Analyst, Certified Financial Risk Manager andhas 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 research analyst, is a member of the Fundamental Equity division of BlackRock's Alpha Strategies Group. He is a member of BlackRock's US Large Cap Series equity team and is responsible for fundamental research coverage of US large cap equities, with a focus on the Consumer Discretionary, Financials 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 an ISA, Lifetime ISA, SIPP or Fund & Share Account