Adam Avigdori

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Manager factsheet

Adam Avigdori
BlackRock, BlackRock Investment Managemen, BlackRock Invest Mgrs UK Ltd
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Manager profile

Adam Avigdori, Director and portfolio manager, is a member of BlackRock's UK Equity team within Equity division of BlackRock's Fundamental Active Equity Group. Mr Avigdori is responsible for the UK equity income and charity portfolios, with a research emphasis on Defensives. Mr Avigdori's service with the firm dates back to 2001, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. Mr Avigdori earned a BSc (Hons) in Management Sciences from UMIST in 2001.

FOLLOW ON FUNDSWIRE

Annualised total return over 15.1 years

+7.2%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Adam Avigdori	14.6	20.8	28.9	42.2	79.1
Peer Group Composite	15.9	14.4	25.6	33.4	64.8
Over / Under	-1.3	6.4	3.3	8.8	14.3

Total return for Adam Avigdori

Rolling Alpha Quartile:

Discrete three year periods

Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.


Quartile 1
Quartile 2
Quartile 3
Quartile 4

61-97m

73-109m

85-121m

97-133m

109-145m

Discrete calendar year performance : Adam Avigdori

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Adam Avigdori	14.6	3.3	2.1	12.0	-4.1	13.7	-3.0	11.8	2.2	10.1
Peer Group Composite	15.9	1.4	-2.7	18.9	-7.0	10.6	-4.0	14.2	3.6	4.8
Over / Under	-1.3	1.9	4.8	-6.9	2.9	3.1	1.0	-2.4	-1.4	5.3

Performance vs peer group composite: Adam Avigdori

How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

6 years

out of a possible 10

Overall markets

Underperformed peer group composite

4 years

out of a possible 10

Rising markets

Outperformed peer group composite

3 years

out of a possible 7

Falling markets

Outperformed peer group composite

3 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

BlackRock UK Income	Co-managed	UT UK Equity Income	since Nov 16 2009 to present
Blackrock Income And Growth Investment Trust Plc	Co-managed	IT UK Equity Income	since Apr 01 2012 to present
BlackRock Charities UK Equity	Co-managed	UT UK All Companies	since Jul 05 2017 to present
BlackRock UK Equity	Co-managed	UT UK All Companies	since Sep 01 2023 to present
BlackRock UK	Co-managed	UT UK All Companies	since Apr 01 2024 to present

Funds managed previously

Fund	Periods

BlackRock Charities UK Equity ESG	since Jul 05 2017 to fund close
BlackRock Developed Markets Sustainable Equity	since Sep 01 2021 to Mar 31 2024
BlackRock UK Equity Income	since Jun 21 2017 to fund close