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BGF China A2 USD

Ranked 116 out of 154 in - China over 12 months
All calculations are in USD unless stated

Managed by

Helen Zhu

Helen Zhu is head of China Equities for the Fundamental Equity division of BlackRock's Alpha Strategies Group. Before joining BlackRock in 2014, Zhu spent eight years at Goldman Sachs in Hong Kong, most recently as Chief China Strategist within the Global Investment Research division. Prior to this role, she was the Business Unit leader for the Telecom/Internet and Media sector research team. Zhu joined Goldman Sachs from ABN AMRO, where she spent five years and was sector head of the Asian telecom research team. Zhu was educated at the Massachusetts Institute of Technology where she studied Electrical Engineering and Computer Science.

Objective

The Fund seeks to maximise total return. It invests at least 70% of its total assets in the equity securities of companies domiciled in, or exercising the predominant part of their economic activity in, the People's Republic of China.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

China over : 31/03/2017 - 31/03/2018
  • Rank 116/154 Total Return
  • Rank 137/154 Standard Deviation
  • Rank 139/154 Max Drawdown
Fund Name Currency Loss
137 ZEAL Voyage China Fund HKD USD

-10.3%

138 BlackRock China Fund A2 USD USD

-10.4%

139 BGF China A2 USD USD

-10.4%

140 Lyxor China A Fund USD

-10.5%

141 AB SICAV II-China Equity Portfolio S CNH USD

-10.8%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.7%
2017 36.7% 11.3% 6.7% 9.0% 5.6%
2016 5.2% -3.6% 0.6% 15.1% -5.9%
2015 -2.6% 6.2% 10.3% -22.9% 7.8%
2014 14.6% -5.7% 5.2% 4.4% 10.7%
2013 4.2% -3.5% -8.6% 11.6% 5.8%
2012 23.0% 11.5% -6.4% 1.6% 16.1%
2011 -21.1% 3.1% -3.3% -26.9% 8.2%
2010 7.8% -1.4% -2.3% 8.4% 3.2%
2009 79.3% 7.6% 44.1% 5.2% 10.0%
2008 -25.2% -10.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Brunei Darussalam
  4. Chile
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Gibraltar
  10. Greece
  11. Hong Kong
  12. Hungary
  13. Ireland
  14. Italy
  15. Jersey
  16. Korea
  17. Luxembourg
  18. Macau
  19. Netherlands
  20. Norway
  21. Poland
  22. Portugal
  23. Singapore
  24. Spain
  25. Sweden
  26. Switzerland
  27. Taiwan
  28. United Kingdom

Fund Info

  • Launch date24/06/2008
  • Share Class size965Mn
  • Base currencyUSD
  • ISIN LU0359201612

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

BlackRock’s China equity chief calls for post-rally realism

Strong performance of H-shares shows strength of the market but valuations are arguably excessive, says Helen Zhu.

Dragons’ den: how Andrew Swan survived China’s credit crunch

From taper tantrums to China’s credit crunch, BlackRock’s Asia equity head has weathered an unprecedented onslaught and come out on top.

China manager reveals sectors to prosper from new regime

BlackRock's Jing Ning highlights what areas the country's younger generation of politicians will set out to tackle.

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