Bellevue F (Lux) BB African Opportunities I GBP
Managed by
Malek Bou-Diab
Malek Bou-Diab is a portfolio manager at Bellevue Asset Management and co-manages the Bellevue F (Lux) BB African Opportunities fund alongside Elena Ogram and Havard Chi. The fund focuses on stocks from companies based in the emerging African markets, and the team follow a defensive growth strategy in managing the fund, rotating the portfolio when market cycle changes are identified. Bou-Diab worked as a quantitative analyst at Deutsche Bank for two years, later joining Julius Baer and Co where he was a portfolio manager, before moving to Bellevue in 2009. Outside of fund management, Bou-Diab enjoys skiing and mountain climbing, and holds a PhD in Physics from ETH Zurich.
Objective
The fund's investment objective is the achievement of long-term capital growth by investing at least two thirds of its in a portfolio of carefully chosen shares and other equities of companies, who have their registered office or carry out the majority of their economic activity in African countries including the Gulf Cooperation Council countries.
Performance
-
Rank 7/14 Total Return
-
Rank 2/14 Standard Deviation
-
Rank 1/14 Max Drawdown
Fund Name | Currency | Return | |
---|---|---|---|
5 | Silk - African Lions Fund R | GBP | 22.5% |
6 | Coronation Africa A | GBP | 22.2% |
7 | Bellevue F (Lux) BB African Opportunities I GBP | GBP | 19.2% |
8 | Templeton Africa A (acc) USD | GBP | 16.8% |
9 | JPM Africa Equity A (perf) Acc USD | GBP | 16.2% |
View full league table |
Fund Name | Currency | Risk | |
---|---|---|---|
1 | Deutsche Invest I Africa LC | GBP | 7.9 |
2 | Threadneedle (Lux)-STANLIB Africa Equity ZU USD | GBP | 9.2 |
2 | Bellevue F (Lux) BB African Opportunities I GBP | GBP | 9.2 |
4 | Ashburton Africa Equity Opportunities I Acc | GBP | 10.8 |
5 | Silk - African Lions Fund R | GBP | 11.5 |
View full league table |
Fund Name | Currency | Loss | |
---|---|---|---|
1 | Bellevue F (Lux) BB African Opportunities I GBP | GBP | -3.0% |
2 | Deutsche Invest I Africa LC | GBP | -3.2% |
3 | Ashburton Africa Equity Opportunities I Acc | GBP | -3.6% |
4 | Threadneedle (Lux)-STANLIB Africa Equity ZU USD | GBP | -3.6% |
5 | Allan Gray Africa ex-SA Equity Limited A | GBP | -5.6% |
View full league table |
Total Return
Quarterly Performance
to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|---|
2018 | 3.4% | ||||
2017 | 18.3% | 2.6% | -0.3% | 5.5% | 9.5% |
2016 | 17.7% | 4.3% | 7.5% | 2.6% | 2.4% |
2015 | -17.4% | 2.4% | -7.2% | -10.9% | -2.5% |
2014 | 4.6% | -0.1% | 2.3% | 9.2% | -6.3% |
2013 | 7.8% | 6.5% | -7.1% | 4.5% | 4.3% |
2012 | -2.4% | 15.8% | -2.6% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- Austria
- Germany
- Luxembourg
- Spain
- Switzerland
- United Kingdom
Fund Info
- Launch date30/03/2012
- Base currencyGBP
-
ISIN LU0767971376
Purchase Info
- Min. initial investment0
- Min. regular additional investment0
Charges
- Annual management0.90%
- Initial investment0.9