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BGF Global Opportunities A2 USD

Ranked 836 out of 3286 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Stuart Reeve

Stuart Reeve, managing director and portfolio manager, is a member of the Global Equity team within BlackRock's Alpha Strategies Group. He is the lead portfolio manager for Global Dividend portfolios, and also director of research for the Global Equity team. In addition, he is responsible for covering the consumer staples sector. Stuart's service with the firm dates back to 2005, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM Stuart had primary responsibility for the Global Equity team's investments in food, beverage and tobacco. Prior to joining MLIM in 2005, he was a Pan-European food, beverage and tobacco analyst with Credit Agricole Asset Management. He began his career with Touche Ross before joining Robert Fleming Securities, where he worked as a Pan-European beverages analyst. Stuart earned a BA with honours in Economics and History at the University of East Anglia in 1984.

Andrew Wheatley-Hubbard

Andrew Wheatley-Hubbard, CFA, vice president, is co-portfolio manager for the Global Dividend Income portfolios. He is also a research analyst responsible for covering industrial stocks for the Global Equity team. Prior to assuming his current role, Andrew worked for BlackRock in both London and Hong Kong. In previous roles, he was responsible for covering Singaporean and Global Real Estate equities. Andrew earned a BA and an MEng in Engineering from Cambridge University.

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 : 31/05/2017 - 31/05/2018
  • Rank 836/3286 Total Return
  • Rank 977/3286 Standard Deviation
  • Rank 1132/3286 Max Drawdown
Fund Name Currency Return
834 Deutsche Global Themes Equity A SGD USD

12.3%

834 BT Wholesale Multi-manager International Share USD

12.3%

836 C WorldWide / Globale Aktier Etik- AK KL USD

12.3%

836 BGF Global Opportunities A2 USD USD

12.3%

836 Russell Investments Global Opportunities $A Hdg D

Currency exposure is hedged

Currency exposure is hedged

AUD

12.3%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.1%
2017 24.8% 7.6% 5.7% 3.5% 6.1%
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

Registered For Sale In

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

Fund Info

  • Launch date29/02/1996
  • Share Class size249Mn
  • Base currencyUSD
  • ISIN LU0011850046

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

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