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BGF Global Opportunities A2 USD

Ranked 340 out of 3095 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Tom Callan

Tom Callan was born in the USA in 1959. He graduated from Boston College with a BA degree in economics. Tom started his career at PNC Bank in 1988 where he was a personal trust portfolio manager. In 1992 he worked as a healthcare and international equity analyst at PNC Asset Management Group. Tom joined BlackRock in 1998 where he is currently a portfolio manager and team leader. He has over 22 years of investment experience and is a Chartered Financial Analyst. Tom is a also a member of the Financial Analysts of Philadelphia. Outside of fund management he enjoys cycling, architecture, visual arts and international travel.

Ian Jamieson

Ian Jamieson, CFA, managing director and portfolio manager, is a member of BlackRock's Global Opportunities equity team. He is lead portfolio manager for the consumer and telecommunications sectors, lead product manager for the global multi-cap portfolio and the US and global small-mid cap equity portfolios, and a member of the team's Investment Strategy Group. Ian moved to his current role in 2003. He was previously a member of BlackRock's Large Cap Core equity and operations teams. Before joining BlackRock in 1999, he was a client relationship manager with Morgan Stanley Institutional Investment Management from 1996 to 1999. He began his career as an investment broker in 1995. Ian earned a BSc in Finance from Pennsylvania State University in 1995.

Simon McGeough

Objective

The Fund seeks to maximise total return. The Fund invests globally, with no prescribed country, regional or capitalization limits, at least 70% of its total assets in equity securities. Currency exposure is flexibly managed.

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

Performance

Global over : 30/04/2016 - 30/04/2017
  • Rank 340/3095 Total Return
  • Rank 1418/3095 Standard Deviation
  • Rank 696/3095 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 7.6%
2016 2.8% -3.8% 0.2% 7.1% -0.4%
2015 -1.4% 3.6% 1.4% -11.1% 5.6%
2014 -3.4% -1.6% 1.9% -4.4% 0.8%
2013 29.5% 9.4% 0.1% 7.7% 9.7%
2012 12.0% 9.7% -7.0% 7.6% 2.1%
2011 -12.7% 2.1% -0.1% -20.1% 7.1%
2010 8.7% 0.1% -11.6% 13.7% 7.9%
2009 40.9% -8.2% 26.4% 15.1% 5.6%
2008 -39.2% -6.4% 2.3% -21.2% -19.4%
2007 17.1% 6.4% 6.7% 3.2% 0.0%
2006 11.9% 12.5% -7.2% -1.6% 9.0%
2005 16.8% -0.5% 0.8% 12.6% 3.3%
2004 20.3% 7.2% 2.2% -3.6% 13.9%
2003 50.9% -2.1% 21.0% 15.0% 10.8%
2002 -28.9% -2.3% -10.5% -19.6% 1.2%
2001 -22.3% -20.7% 8.3% -23.0% 17.5%
2000 0.3% 26.2% -3.6% -3.0% -15.0%
1999 93.7% 6.1% 16.5% 8.3% 44.7%
1998 4.3% 12.7% -2.2% -19.5% 17.4%
1997 5.6% -3.9% 9.6% 4.8% -4.3%
1996 7.8% 2.1% -1.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2017

Top 10 Holdings

Stock Size
Alphabet Inc ORD 2.64
USD Cash 2.22
Apple Inc ORD 1.98
Alibaba Group Holding Ltd DR 1.92
Anheuser Busch Inbev NV ORD 1.86
Wells Fargo & Co ORD 1.56
American International Group Inc ORD 1.48
Citigroup Inc ORD 1.39
SoftBank Group Corp ORD 1.37
Sumitomo Mitsui Financial Group Inc ORD 1.35
31/01/2017

Registered For Sale In

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

Fund Info

  • Launch date29/02/1996
  • Share Class size224Mn
  • Base currencyUSD
  • ISIN LU0011850046

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

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