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BGF New Energy A4RF GBP

Ranked 2 out of 14 in - Energy over 12 months
All calculations are in GBP

Managed by

Poppy Allonby

Poppy Allonby attended Imperial College of Science and Technology in London, where she obtained a BSc degree in Physics. She currently manages the MLIIF World Energy fund, which has a 'defensive value' style of investment. The fund is not restricted by market capitalisation or geographical constraints, so it can invest in smaller, developing companies that may be overlooked by other investors. The Fund is benchmark aware, but not benchmark-driven, allowing the team to focus on their 'best ideas'.

Robin Batchelor

Robin Batchelor attended the Colorado State University and Glasgow University where he obtained a BSc degree with honours in Applied Geology in 1995. He later went on to Stirling University where he gained an MSc in Investment Analysis in 1996. Robin is currently at BlackRock where he manages the MLIIF World Energy fund. He describes his investment style as ‘defensive value’. He also manages the MLIIF New Energy fund.

Objective

The Fund seeks to maximise total return. The Fund invests globally at least 70% of its total assets in the equity securities of new energy companies. New energy companies are those which are engaged in alternative energy and energy technologies including: renewable energy technology; renewable energy developers; alternative fuels; energy efficiency; enabling energy and infrastructure.

Performance

Energy over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 3.5% 1.6% -3.7%
2013 24.2% 14.8% 0.2% 5.1% 2.8%
2012 -0.9% 4.0% -9.0% 3.4% 1.3%
2011 -21.3% 5.0% -8.0% -21.4% 3.7%
2010 -9.4% -3.2% -13.0% 5.1% 2.4%
2009 9.3% -7.9% 7.3% 11.2% -0.5%
2008 -37.1% -13.4% 5.2% -22.7% -10.6%
2007 53.4% 14.1% 9.8% 3.0% 18.9%
2006 -10.9% -4.3% 6.3%

Month by Month Performance

Returns Vs Risk

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 date28/02/2006
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN LU0204063720

Purchase Info

  • Min. initial investment3,221
  • Min. additional investment0

Charges

  • Annual management1.8%
  • Initial investment5

Related News

BlackRock to wind up £100m energy trust

The £107 million BlackRock New Energy investment trust is to liquidate later this month.

BlackRock’s energy duo: rebooting after the crash

The 2008 financial crisis pulled the plug on the nascent renewables sector and forced BlackRock’s Poppy Allonby and Robin Batchelor to radically restructure their New Energy fund.

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