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BSF Managed Index Ptfls - Growth D5 EUR

Ranked 115 out of 589 in - Aggressive EUR over 12 months
All calculations are in EUR unless stated

Managed by

Anthony Chan

Chris Downing

Stephen Walker

Steve Walker, director and portfolio manager, is a member of the Beta Strategies Group and head of the EMEA Index Asset Allocation team. Walker began his career at Coutts & Co bank as a portfolio manager in the discretionary investment team, later joining Barclays Global Investors in 2007, which merged with BlackRock in 2009.

Objective

The Fund aims to deliver a total return, which is a combination of capital growth and income, commensurate with a relatively high level of risk. the Fund will seek to achieve its investment objective by obtaining indirect exposure to a broad range of asset classes, which may include equity and equity-related securities, fixed income and fixed income-related securities, alternative assets, cash and near-cash instruments.

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

Performance

Aggressive EUR over : 31/07/2017 - 31/07/2018
  • Rank 115/589 Total Return
  • Rank 306/589 Standard Deviation
  • Rank 467/589 Max Drawdown
Fund Name Currency Loss
466 FFPB Fokus EUR

-6.0%

467 BSF Managed Index Ptfls - Growth D5 EUR EUR

-6.0%

468 Abanca Gestion Agresivo, FI EUR

-6.0%

469 Private Banking Struktur EUR

-6.0%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.6% 2.8%
2017 11.8% 4.4% 0.4% 1.7% 4.8%
2016 5.9% -1.0% 1.9% 3.0% 2.0%
2015 -7.7% 8.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Jersey
  8. Luxembourg
  9. Netherlands
  10. Spain
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date10/04/2015
  • Share Class size09Mn
  • Base currencyEUR
  • ISIN LU1191063541

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.37%
  • Initial investment5.00%

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