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Bellevue F (Lux) BB African Opportunities I GBP

Ranked 7 out of 14 in - Africa over 12 months
All calculations are in GBP unless stated

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.

Andy Gboka

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.

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Performance

Africa over : 31/03/2017 - 31/03/2018
  • 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

  1. Austria
  2. Germany
  3. Luxembourg
  4. Spain
  5. Switzerland
  6. 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

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