BlackRock US Mid-Cap Value Fund Class A Distributing
Category US Mid-Cap Equity
Last buy/sell price
1,718.968p/1,634.923p
-43.551p (-2.59%)
Fund Code
0581174
GB0005811749
Prices updated as at 03 Apr 2025
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Prices in GBX
Investment objective
The aim of the Fund is to provide a return on investor's investment (generated through an increase in the value of the assets held by the Fund) (gross of fees) over the long term (5 or more consecutive years beginning at the point of investment) by investing in shares of medium sized companies incorporated or listed in the United States. In seeking to achieve its investment objective, the Fund will invest at least 70% of its total assets in equities (i.e. shares) and equity-related investments (i.e. other investments whose value is related to equities) of medium sized companies incorporated or listed in the United States.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
BlackRock Fund Managers Limited
Fund launch date
08 May 1987
Domicile
United Kingdom
UCITS
Yes
Fund manager
Franco Tapia
Manager start date
04 Apr 2017
Fund manager biography
Franco F. Tapia is a Managing Director of BlackRock, Inc. since 2016. Prior to that, Mr. Tapia is a Senior Equity Research Analyst and Portfolio Manager at Pzena Investment Management from 2006 to 2016. He earned a B.A. in Economics with honors from Harvard University, and an M.B.A. from the Wharton School of the University of Pennsylvania where he was named a Palmer Scholar. Mr. Tapia holds the Chartered Financial Analyst designation.
Fund manager
David Zhao
Manager start date
04 Apr 2017
Fund manager biography
David Zhao, Managing Director, is Co-Director of Research for the US Income & Value pillar within the Fundamental Equities division of BlackRock's Portfolio Management Group. Mr. Zhao is also a Portfolio Manager for the BlackRock Equity Dividend, Large Cap Focus Value, Mid-Cap Value, High Equity Income, Sustainable US Value and Large Cap Concentrated Value portfolios.
Prior to joining BlackRock, David was a Global Equity Senior Research Analyst and Principal at Pzena Investment Management covering technology, US banks/brokers, medical technology, non-life insurance, financial technology and select industrials. David began his career as an Analyst at Lehman Brothers covering technology M&A; and later within the Institutional Equities Corporate Strategy Group.
David holds a BA of Arts with degrees in Economics and Computer Information Systems and graduated Cum Laude from Northwestern University.
Head office
12 Throgmorton Avenue
London
United Kingdom
EC2N 2DL
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