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BGF World Mining A2 USD

Ranked 4 out of 24 in - Natural Resources over 12 months
All calculations are in GBP unless stated

Managed by

Evy Hambro

Evy Hambro was born in 1972 in London and graduated from Newcastle University with a BSc Hons in Marketing. He has over 20 years of experience in the financial services industry. He began his career in 1994 at Mercury Asset Management and was part of the investment team that was acquired by Merrill Lynch (now BlackRock) in 1997. After ten years working in the London office, he moved to Sydney for three years and later Toronto conducting research for the investment team. He is currently based in the London office and is the lead manager of the BGF World Mining Fund and BGF World Gold Fund. Outside of work Evy enjoys wine, surfing and playing tennis and golf.

Olivia Markham

Olivia Markham, CFA, director and portfolio manager, is a member of the Natural Resources Equity team within Fundamental Equity division of BlackRock's Alpha Strategies Group. She is responsible for coverage of the gold and mining sectors. Olivia joined BlackRock in 2011. Previously, she was head of the European mining team at UBS with lead coverage of the UK diversified miners. Before moving to London in 2009, Olivia worked for Merrill Lynch in Sydney covering the Australian miners. She also spent four years working within the mergers and acquisition team at BHP Billiton. Olivia earned a BComm with honours in Finance from the University of Western Australia in 2003.

Objective

The Fund seeks to maximise total return. It invests globally at least 70% of its total assets in the equity securities of mining and metals companies whose predominant economic activity is the production of base metals and industrial minerals such as iron ore and coal. The Fund may also hold the equity securities of companies whose predominant economic activity is in gold or other precious metal or mineral mining. The Fund does not hold physical gold or metal.

Showing fund performance in United Kingdom View performance globally

Performance

Natural Resources over : 31/07/2015 - 31/07/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 24.8% 24.2%
2015 -38.0% -2.8% -7.7% -29.0% -2.7%
2014 -18.3% -1.5% 0.7% -6.1% -12.3%
2013 -25.4% -9.2% -23.2% 10.9% -3.6%
2012 -7.4% 1.8% -13.5% 1.6% 3.5%
2011 -28.2% -3.6% -4.2% -27.2% 6.8%
2010 33.2% 11.2% -16.1% 17.6% 21.5%
2009 81.5% 11.5% 12.0% 25.9% 15.4%
2008 -50.3% 2.3% 9.5% -40.9% -24.9%
2007 56.9% 11.9% 15.0% 19.6% 1.9%
2006 25.9% 18.1% -1.2% -6.1% 14.9%
2005 58.6% 6.8% 1.9% 29.0% 13.1%
2004 2.9% -4.2% -9.9% 16.5% 2.2%
2003 55.0% -6.9% 6.8% 26.1% 23.6%
2002 16.7% 25.0% -4.1% -15.8% 15.6%
2001 12.7% 0.4% 15.3% -18.9% 20.1%
2000 3.1% -15.6% 7.8% 2.7% 10.2%
1999 82.8% 12.4% 25.3% 10.3% 17.6%
1998 -16.9% 2.0% -15.4% -3.6% -0.1%
1997 -0.1% -2.8% -23.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2016

Top 10 Holdings

Stock Size
Glencore PLC ORD 8.60
BHP Billiton PLC ORD 7.92
Randgold Resources Ltd DR 7.49
Rio Tinto PLC ORD 7.20
Newcrest Mining Ltd ORD 4.12
Newmont Mining Corp ORD 3.78
GMK Noril'skiy Nikel' PAO DR 3.34
Franco Nevada Corp ORD 3.22
First Quantum Minerals Ltd ORD 3.10
Lundin Mining Corp ORD 3.03
31/03/2016

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. Qatar
  28. Singapore
  29. Spain
  30. Sweden
  31. Switzerland
  32. Taiwan
  33. United Kingdom

Fund Info

  • Launch date24/03/1997
  • Share Class size3,864Mn
  • Base currencyUSD
  • ISIN LU0075056555

Purchase Info

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

Charges

  • Annual management1.75%
  • Initial investment5

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