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BlackRock Advantage Large Cap Value Ret;Inst

Ranked 648 out of 1851 in - US over 12 months
All calculations are in USD unless stated

Managed by

Travis Cooke

Travis Cooke, managing director, is head of the US portfolio management group within BlackRock's Scientific Active Equity (SAE) team. He is responsible for the management of the US long-only, partial long-short, and long-short equity strategies within SAE. Travis began his service with the firm in 1999, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he was a portfolio manager for various developed market strategies within the Alpha Strategies Group. Travis earned a BA in Business Economics from the University of California at Santa Barbara in 1998, and an MSc in Finance from London Business School in 2008. Additionally, he has been a CFA charterholder since 2001.

Richard Mathieson

Raffaele Savi

Objective

The Fund seeks to outperform the Russell 1000 Value Index by investing in equity securities that the Investment Adviser believes are selling at below normal valuations.

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.6% 1.6% 5.2%
2016 14.1% -1.4% 1.2% 4.8% 9.1%
2015 -1.6% -1.0% 1.2% -7.2% 5.8%
2014 12.1% 2.4% 2.3% 1.3% 5.6%
2013 33.4% 12.3% 2.0% 4.7% 11.4%
2012 13.1% 11.5% -6.5% 5.9% 2.4%
2011 -2.3% 8.7% 1.7% -22.1% 13.4%
2010 11.0% 5.0% -13.1% 9.7% 11.0%
2009 14.9% -13.4% 11.2% 14.5% 4.2%
2008 -0.2% -10.2% -18.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date03/01/2008
  • Share Class size201Mn
  • Base currencyUSD
  • ISIN US09250J7752

Purchase Info

  • Min. initial investment2Mn
  • Min. regular additional investment0

Charges

  • Annual management0.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).