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BGF Global SmallCap A2 USD

Ranked 4 out of 18 in - Global Small & Medium Companies over 12 months
All calculations are in EUR

Managed by

Murali Balaraman

Murali Balaraman holds a BComm degree from Delhi University and an MBA degree from the Indian Institute of Management. He is a managing director and portfolio manager at BlackRock and is a member of BlackRock’s global small cap team. He joined the company in 1994, including his time with Merril Lynch Investment Managers (MLIM) which merged with BlackRock in 2006. He originally joined MLIM in 1994 and left in 1997 to work for Atlas Capital Management and was director of investments at Samuel Asset Management before rejoining in MLIM in 1998. Prior to this he worked for DSO Financial Consultants as an assistant vice president and an investment editor for Business Standard in Delhi. Murali is a CFA Charterholder.

John Coyle

John Coyle holds a BA in Economics form LaSalle College and an MBA in Finance from Pace University. He is a managing director and portfolio manager at BlackRock and is a member of BlackRock’s global small cap equity team. He joined the company back in 1998, including his time with Merrill Lynch Investment Managers (MLIM). Before joined MLIM in 2004, John was managing director and portfolio manager at Bear Stearns Asset Management. Prior to this he worked for Bankers Trust Corporation from 1997 to 1998 where he was a vice president and senior equity analyst and before this he worked for Standard and Poor's Corporation as a senior investment officer. John is a CFA Charterholder.

Objective

The Fund seeks to maximise total return. The Fund invests globally at least 70% of its total assets in the equity securities of smaller capitalisation companies. Smaller capitalisation companies are considered companies which, at the time of purchase, form the bottom 20% by market capitalisation of global stock markets. Although it is likely that most of the Fund’s investments will be in companies located in developed markets globally, the Fund may also invest in the emerging markets of the world. Currency exposure is flexibly managed.

Performance

Global Small & Medium Companies over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 10.0% 2.5% 5.9% 1.4%
2013 30.2% 12.5% 0.2% 6.4% 8.5%
2012 12.5% 10.1% -2.9% 5.5% -0.3%
2011 -7.6% -1.9% -2.3% -12.3% 9.9%
2010 24.6% 10.0% -1.7% 0.7% 14.4%
2009 32.4% -4.0% 15.3% 12.5% 6.3%
2008 -36.3% -16.0% 4.7% -9.1% -20.3%
2007 5.5% 4.3% 4.4% -0.7% -2.4%
2006 5.4% 7.1% -11.1% 2.2% 8.3%
2005 29.8% 4.0% 7.3% 11.2% 4.7%
2004 5.1% 6.0% -3.0% -2.1% 4.5%
2003 22.1% -6.9% 15.6% 9.0% 4.0%
2002 -31.4% 5.5% -18.3% -17.1% -3.9%
2001 -3.8% -9.7% 16.8% -23.9% 19.9%
2000 29.7% 32.9% -6.9% 22.1% -14.1%
1999 214.5% 12.4% 24.4% 16.4% 93.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

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